Planned Giving

Include UNC Pembroke Foundation, Inc. in your will or living trust by designating a specific amount, percentage or remainder of your estate. A bequest costs nothing now and allows you to make a lasting impact in the future.

If you’re age 70½ or older, you can make tax-free gifts directly from your IRA to UNCP Foundation, Inc. If you are above the required minimum distribution (RMD) age, these gifts can count toward your RMD and can be a great way to give without affecting your cash flow.

Name UNC Pembroke Foundation, Inc. as a beneficiary of your retirement plan, life insurance policy, or bank or brokerage account. This is a simple way to create a legacy — often just by filling out a form — with no need to update your will.

Create a gift that pays you (or someone you choose) income for life or a term of years — while supporting UNC Pembroke in the future.

• Charitable Gift Annuity (CGA): You make a gift, and UNCP pays you (or your beneficiary) fixed income for life. When the contract ends, the remainder supports the university.
• Charitable Remainder Trust (CRT): You fund a trust that pays you income for life or a set term. The remaining assets then go to UNC Pembroke.

Simple and immediate. Make a one-time gift or structured payments to fund your giving goals.

Gifts of long-term appreciated securities may allow you to avoid capital gains tax and take a charitable deduction for the full value of the asset.

You can donate a home, land or other real property. You may receive a tax deduction and remove a taxable asset from your estate — while potentially making a transformational gift.

Name UNCP Foundation, Inc. as a beneficiary of your IRA, 401(k) or 403(b). These assets are among the most tax-efficient to give to charity.

Designate UNCP Foundation, Inc. as a beneficiary or transfer ownership of a policy you no longer need. It’s a powerful way to make a large impact at relatively low cost.