• Maximize your philanthropic goals
  • Maximize your philanthropic goals
  • Maximize your philanthropic goals

Maximize your philanthropic goals

  • Make a difference in people’s lives and always be remembered for your contribution
  • Benefit yourself, your family and University of North Carolina with your planned gift
  • Help us fulfill our mission for many years and generations to come

Maximize your philanthropic goals

  • Make a difference in people’s lives and always be remembered for your contribution
  • Benefit yourself, your family and University of North Carolina with your planned gift
  • Help us fulfill our mission for many years and generations to come
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Donor Advised Fund

Are you looking for a way to benefit one of the UNC institutions both now and in the future?

With a donor advised fund (DAF) you can make gifts to charity during your lifetime and, when you pass away, your children can carry on your legacy of giving.

Donor Advised Fund
Stock or Cash
Donor Advised Fund

How it Works

  1. You make an initial gift of cash or stock to fund a DAF at one of the UNC institutions.
  2. You make annual recommendations on gifts to be made from your DAF.
  3. When you pass away, your children may recommend charitable gifts from your DAF for a number of years.
  4. At the end of the term, the remaining funds become an asset of one of the UNC institutions, which will help further its mission.

DAF Benefits

  • A flexible easy to establish vehicle for charitable giving.
  • Tax-efficient lower cost alternative to a private foundation.
  • Estate tax deduction and savings for your gift.
  • Tax savings from a charitable tax deduction in the year of your gift.

It's easy to get started with opening a DAF account and recommending gifts to one of the UNC institutions. Contact us to learn more about DAF benefits and planning.

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