Creative Ways to Give a Gift
You may make your gift to the UNC Gillings School of Global Public Health in various forms, using well-recognized gift vehicles that address your circumstances. You may wish to speak with your financial advisor before you give, to determine the most appropriate way to structure your gift to benefit yourself, your family, and the School.
Gifts of Cash. An outright gift of cash is usually the simplest method of giving. It is not subject to gift or estate taxes, and you can deduct the gift to the full extent of IRS rulings.
Gifts of Securities. You may deduct the full fair market value of long-term appreciated securities and avoid any tax on capital gain.
Gifts by Bequest. One of the easiest and most common ways for you to make a gift to the School is through a bequest in your will. Bequests work particularly well if you are unable to make an immediate outright gift or if you have concerns about your long-term planning, but believe in our programs and want to support the future of the School.
Life Income Gifts. By transferring property to the management of a trustee and establishing a life income arrangement from the principal of this property, you can make a substantial gift to the School. Life income gifts can take several forms: unitrust, annuity trust, pooled income funds and gift annuities.
Frequently, donors place an underachieving but appreciated asset into the trust, have the trust sell the asset with no capital gains tax, and reinvest the proceeds to produce income for life for the donor and still provide for the School upon their death.
Other vehicles include: gifts of real estate, corporate matching gifts, and gifts of property with retained right of usage. Any of these will benefit the School.
Ways to Structure Your Gift
Pledges: You may wish to extend your gifts over a period of time, especially if you plan to be a major gift donor. Most contributors who use this approach prepare or complete a written pledge letter and send it to the Office of External Affairs. This letter should outline the amount of the pledge, the payment schedule, and any specific designation for the gift. For purposes of the Carolina First Campaign, we are asking pledge donors to fulfill their commitment within five years, though special circumstances may warrant a longer time period. You may fulfill your pledge with gifts of cash, securities or other forms of personal or real property.
Naming Opportunities: One way we recognize substantial gifts is by naming endowed funds for faculty professorships, student scholarships or dedicated research. The School also names facilities -- such as our new Michael Hooker Research Center -- in honor or memory of donors or family members who support the School and its much-needed programs and facilities. We invite you to Learn More about ways that you can make a difference at the UNC Gillings School of Global Public Health.
|Last updated February 04, 2013|