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
Charitable Annuity Trust
You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.
Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.
Benefits of a Trust Gift
- Fixed income for life, lives or term of years
- Avoid capital gains tax on the sale of your appreciated assets
- Charitable income tax deduction for remainder portion of your gift to one of the UNC institutions
Charitable Remainder Annuity Trust for Fixed Income
If you are tired of riding the fluctuating stock market and want a fixed income, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays out a fixed amount each year based on the value of the property at the time it is gifted.