Planned Giving

A group of students pose on the Âé¶¹ÉçÇøP campus.

Planned giving is a powerful way to create your legacy — supporting students, advancing education and aligning with your personal and financial goals. With the right plan, your gift can make a lasting impact while offering potential tax benefits.

Explore your options:

How to Give

What to Give

Contact our Gift Planning Team

We're here to help you find the right path to support what matters most to you at Âé¶¹ÉçÇøP.

How to Give

Planned giving offers flexible ways to support Âé¶¹ÉçÇø Pembroke while achieving your financial and personal goals. Here are some of the most common giving methods:

Include Âé¶¹ÉçÇø Pembroke Foundation, Inc. in your will or living trust by designating a specific amount, percentage or remainder of your estate. A bequest costs nothing now and allows you to make a lasting impact in the future.

If you’re age 70½ or older, you can make tax-free gifts directly from your IRA to Âé¶¹ÉçÇøP Foundation, Inc. If you are above the required minimum distribution (RMD) age, these gifts can count toward your RMD and can be a great way to give without affecting your cash flow.

Name Âé¶¹ÉçÇø Pembroke Foundation, Inc. as a beneficiary of your retirement plan, life insurance policy, or bank or brokerage account. This is a simple way to create a legacy — often just by filling out a form — with no need to update your will.

Create a gift that pays you (or someone you choose) income for life or a term of years — while supporting Âé¶¹ÉçÇø Pembroke in the future.

  • Charitable Gift Annuity (CGA): You make a gift, and Âé¶¹ÉçÇøP pays you (or your beneficiary) fixed income for life. When the contract ends, the remainder supports the university.
  • Charitable Remainder Trust (CRT): You fund a trust that pays you income for life or a set term. The remaining assets then go to Âé¶¹ÉçÇø Pembroke.

What to Give

There are many types of assets you can use to make a planned gift — some that may even offer greater tax benefits than cash.

Simple and immediate. Make a one-time gift or structured payments to fund your giving goals.

Gifts of long-term appreciated securities may allow you to avoid capital gains tax and take a charitable deduction for the full value of the asset.

You can donate a home, land or other real property. You may receive a tax deduction and remove a taxable asset from your estate — while potentially making a transformational gift.

Name Âé¶¹ÉçÇøP Foundation, Inc. as a beneficiary of your IRA, 401(k) or 403(b). These assets are among the most tax-efficient to give to charity.

Designate Âé¶¹ÉçÇøP Foundation, Inc. as a beneficiary or transfer ownership of a policy you no longer need. It’s a powerful way to make a large impact at relatively low cost.

 

 

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Leave a Legacy Through a Bequest

A bequest is a powerful way to support Âé¶¹ÉçÇø Pembroke’s future, often without affecting your finances today. Many scholarships and life-changing programs began with a simple estate gift from an alum, friend or faculty member. Including Âé¶¹ÉçÇøP in your will or trust lets you leave a lasting impact while keeping flexibility in your financial plans.

Contact us

Types of Bequests

  • Specific Bequest – A set dollar amount or a specific asset (e.g., stocks, real estate or collectibles).
  • Residuary Bequest – A percentage or portion of what remains in your estate after all other distributions are made.

**Tip: We strongly encourage you to contact Advancement before including a bequest with restrictions or to discuss how to create a named fund or endowment.

 

Let Us Thank You

If you’ve already included the Âé¶¹ÉçÇø Pembroke Foundation in your estate plans, please let us know. We would be honored to recognize your generosity and welcome you into our legacy giving community.

students on Âé¶¹ÉçÇø Pembroke quad in front of bridge and water feature
Notify Us of Your Gift
students walking on Âé¶¹ÉçÇø Pembroke campus

Contact our gift planning team.

Schedule a consultation or request more information.

or call us at 910.775.4661

Branan Dennard
Director of Development
910.775.4661
branan.dennard@uncp.edu