There are other methods of giving that you may wish to consider. These methods can, in some cases, provide the School with substantial support while securing for the donor a lifetime income and favorable tax benefits.

Gifts by Bequest
A bequest may be included in a new will or added to an existing will through a simple codicil. This offers the satisfaction of providing for the School's future and provides potential estate tax savings.

Gifts of Appreciated Assets
A contribution of long-term appreciated assets to the School of Social Work entitles you to an income tax charitable contribution deduction equal to the fair market value of the securities at the time of the gift. And you avoid capital gain tax on any appreciation of those securities.

Gifts of Real Property
You can contribute real property to the School of Social Work, either as a bequest or, more commonly, by a lifetime transfer, and realize significant tax benefits. Gifts of real property can consist of almost any type of property: a
personal or recreational residence, a farm or ranch, a commercial building, subdivision lots or any undeveloped parcel of land. The gift can be for all your interest in the property or an undivided fractional interest.

Deferred Gifts
You may want to make a substantial capital gift to the School of Social Work but may feel you cannot afford to give up the annual income produced by the property. Our Planned Giving Program offers a number of ways to make
such a gift while retaining an income for life.

If you are considering any of these methods, please contact Mary Beth Hernandez (919) 962-6469 or marybeth@email.unc.edu for more information.