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How To Give

How To Give

Creating a legacy for generations of students to come is a meaningful experience. However, it can be a challenge to make a gift as large as you might like using only your disposable income. Life income gifts can provide you the satisfaction of creating your legacy at UNCG and, with the same gift, first providing you with an income stream that has significant tax advantages. An irrevocable transfer of cash, appreciated stock or appreciated real estate establishes your life income gift. Bequest gifts, meanwhile, require no immediate outlay of assets and are revocable in case your life circumstances change. Gift Planning Services at UNCG can explore the many options available to you and offer you several methods to turn this dream into reality. A beautiful aspect to planning your gift now is that you can determine how you want your gift used.

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Pooled Income Fund
    This is very similar to a mutual fund. All of the income earned by the shares is distributed. Invested 60% bonds and 40% in dividend-paying stocks, the Fund pays a higher than CD's, most common stocks and many mutual funds. ives the trust remainder at substantial tax savings.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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