UNC Asheville -- Development Office -- Gift Planning

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Gift Planning

Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help The University of North Carolina at Asheville Foundation, Inc. at the same time!

Type of asset: What type of asset do you want to contribute?

	Cash or securities
	Retirement account (IRA, 401k, 403b)
	Life insurance
	Real estate
	Personal property (art, collectibles, equipment)
	Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$10,000 - $99,999

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to the UNC Asheville Foundation, Inc.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits the UNC Asheville Foundation, Inc. later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to the UNC Asheville Foundation, Inc. later.

Important - Age range of beneficiaries:

35 - 50

50 - 65

65+

A Wealth Transfer Gift that provides a stream of income to the UNC Asheville Foundation, Inc. now, and leaves the principal tax-free to my heirs later.

Read about your gift.



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