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Planned Giving

You can build a lasting legacy at UNC School of Social Work with a planned gift, which can provide tax benefits and even income. A planned gift is part of your plan for retirement and can take any of several different forms:

  • IRA Charitable Rollover
  • Charitable Gift Annuity
  • Charitable Remainder Unitrust
  • Charitable Lead Trust

 

Options for Charitable Contributions

Although most people think of charitable contributions as a donation of money, there are many other possessions of value that you may use as a gift to support our School’s mission. For example, donors have given securities (stocks and bonds), real estate, and personal property, such as artwork, antiques, or other collectibles of value.

Planned giving should be established with advice from your financial planner. For assistance with planned giving, please contact our development team.