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Time and Leadership The William States Lee College of Engineering is unique in that strong emphasis is placed on applied research and a hands-on educational experience. This approach requires active engagement of alumni and industry partners that bring skills and experience to the learning environment and help the college meet accreditation requirements.These gifts of time and leadership are invaluable to the Lee College of Engineering. We welcome investments of time made to advisory board service to the college, departments, and academic programs.
Annual Support An annual gift provides vital funds for the greatest needs and priority initiatives of the college, department, or academic program, and is available for immediate expenditure. A small portion of each restricted annual gift (5%) is designated to support the Chancellor’s Fund. Often these gifts are annually renewable and a donor may pledge to make an annual gift for up to 5 years. Some donors choose to start annual funds with plans to eventually endow that fund. Naming opportunities exist for both annual ($1,000 and above) and endowed gifts ($25,000 and above). Matching Gifts Many companies offer a gift matching program to employees that contribute to higher education. These matching funds can be used in coordination of an annual help increase the impact of your philanthropy. UNC Charlotte participates in a matching gift program, increasing your gift's impact. Please use our complimentary service to see if your company matches the gifts of its employees, or contact your company's human resources department. If you do not see your company listed in the database, please contact Ben Mohler at 704-687-7213 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it for assistance. Donor Endowments An endowment is an investment in the future and a gift that lives in perpetuity. Donors create a legacy by specifying the name and purpose of an endowed fund. Endowed funds can be used for scholarships, faculty research or professional development, program support or other University priorities. The corpus of an endowed fund remains untouched. The gift is invested with two goals:
At UNC Charlotte a minimum of $25,000 is required to fund an endowment and the gift may be spread over five years. Until the fund is fully endowed, no distributions will be made. Typically, a donor will make an endowed gift payment along with an annual gift. The annual gift helps make an impact immediately. UNC Charlotte’s payout rate is currently 4.5%, meaning that of the interest earned 4.5% will be distributed to the donor specified program and the remaining earnings will be reinvested into the principal of the fund to help build the corpus. An annual report is sent to all endowed fund donors explaining the funds earnings and distributions. Estate and Planned Giving Many UNC Charlotte alumni, friends and donors choose to support the University's work through planned gifts, which include gifts of marketable securities like stocks and bonds; estate gifts through a bequest in a will or trust; gifts like charitable gift annuities or charitable remainder trusts that provide a lifetime income stream to the donor; and other gifts of real estate or tax-deferred retirement assets.Planned gifts provide financial flexibility and various tax benefits. Planned gifts also provide an effective means of financial stewardship, redirecting money to needs that would otherwise become lost to estate, capital gains or income taxes. Because a planned gift requires careful consideration of a donor's personal, financial and charitable goals and desires, we encourage you to consult with your financial, tax or legal adviser. By making your planned gift at UNC Charlotte, you'll become a member of the prestigious Bonnie Cone Society, which recognizes those individuals who have included the university in their long-term financial and estate planning. Below are a couple of the planned giving options available at UNC Charlotte:
UNC Charlotte's planned giving staff is pleased to provide additional information or assistance. Please contact Director of Gift Planning Carl E. Johnson, Ph.D., CFP®, at 704-687-7217.
For more information, please contact Ben Mohler at 704-687-7213 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it |
