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Legacy Gifts

There are several gift options for donors who want to contribute to our School through a legacy gift. We encourage you to consult with your attorney and your financial advisor in planning a legacy gift. Our development team will assist you in ensuring that your legacy gift meets your charitable objectives.

 

Bequests

A bequest is a gift that is written into a will or a trust and is awarded after the donor’s death. It can provide a charitable deduction to estate taxes for the donor’s heirs.

There are different types of bequests:

  • A specific bequest leaves a specific dollar amount or an object of value (real estate, for example).
  • A percentage bequest leaves a specific percentage of the overall estate value.
  • A residual bequest leaves the value of an estate after other bequests in a will are fulfilled.

 

Retirement Assets

Donors may provide support for our School by establishing UNC School of Social Work as a beneficiary for the distribution of a pension, IRA, or other tax-deferred plan.

 

Life Insurance

Donors may provide support for our School by establishing UNC School of Social Work as a beneficiary for the distribution of proceeds from a life insurance policy.

For assistance with any type of legacy gift, please contact our development team.