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Planned Giving

There are several ways to make a planned gift...
 

Bequests


The most frequently used planned gift option is a bequest in your will. Charitable bequests are fully deductible for estate tax purposes.

 

Life Income Gifts


Easily established, trusts and annuity gifts can offer you an immediate tax deduction and lifetime income.

 

Gifts of Personal Residence or Farm

Such gifts can provide you with an immediate tax deduction as well as lifetime use of the property.

 

Charitable Lead Trusts


Generation-skipping provisions allow assets to pass to your grandchildren after providing income to the University for a period of years.


For further information on planned gifts, contact Dr. Carl Johnson, Director of Gift Planning. http://foundation.uncc.edu/planned-and-deferred-giving.
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