Guidelines for Giving

“I began learning that those who are happiest are those who do the most for others.” - Booker T. Washington


Most large charitable gifts and planned gifts are made from a donor’s assets instead of their income. In your role as professional advisor, you are generally going to be working with prospective donors who will indeed be considering donations from their assets. Essentially, planned giving is a way to make part of their assets work “smarter” within their overall financial and estate plan.

The North Carolina Community Foundation is pleased to accept gifts in the following forms:

• Cash
• Publicly-Traded Stock
• Closely-Held Stock
• Real Property
• Will & Bequest Assets
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Life Insurance Policies
• IRA/Retirement Plans

We will be happy to discuss these means of giving with you or your clients. Please contact us.