• 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

Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.
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  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.
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  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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  • Sale and Unitrust
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax free sale plus charitable tax deduction.
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