Gift Planning Menu

Make an estate gift that aligns your values and financial goals with UNC Asheville's priorities.

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Advisor Resources

Legal name for gifts and beneficiary designations

Current and deferred charitable gifts should be directed to The University of North Carolina at Asheville Foundation, Inc., which is a 501(c) 3 non-profit organization.

Tax identification number

The University of North Carolina at Asheville Foundation, Inc.'s tax identification number is 23-7073829.

Endowments

Endowments create lasting legacies and can be established through a current, life-income or estate gift. A donor may establish an endowment for unrestricted use or a specific purpose such as scholarship or program support. Please contact us for minimum endowment levels and to ensure the purpose aligns with the mission and needs of The University of North Carolina Asheville.

Minimum levels to establish life income gifts:

The following are the minimums to establish life-income gifts with the University of North Carolina at Asheville Foundation, Inc.:

Charitable Gift Annuity (CGA): $10K is the minimum amount for a CGA for individuals over age 60, if between age 45-60 there is an option for a deferred CGA.
Charitable Remainder Trust (CRT): The minimum amount for a CRT is $50,000 and is available to individuals age 50 and older.

Note: The University of North Carolina at Asheville Foundation, Inc. can serve as trustee of a charitable remainder trust if it is irrevocably named a 50 percent or more remainder beneficiary.

Restricted gifts

Donors may make gifts for specific purposes. For gifts to be received in the future, we recommend language be included to give University of North Carolina at Asheville Foundation, Inc. flexibility to apply the gift to a substantially similar purpose should it no longer be possible to use the gift as originally intended. See bequest language for suggested language.

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