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:

  • Bequests from Wills
  • Charitable Gift Annuities
  • Life Insurance & Annuity Contracts
  • Charitable Remainder Trusts
  • Qualified Retirement Plans
  • Retained Life Estates

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.

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