At NC State, extraordinary achievements begin with extraordinary Think and Do spirit. The Office of Gift Planning is here to help you make a lasting impact on the university in ways that fit your life and financial and philanthropic goals. We specialize in giving options beyond cash — whether that means donating stock or real estate, creating steady income for retirement or naming NC State in your will. Together, we’ll help you turn your passion into a powerful legacy for students, faculty and programs.
Types of Planned Gifts
| Gifts for Now | Gifts for the Future | Gifts That Give Back to You |
|---|---|---|
| Appreciated Securities or Real Estate Donate stock or real estate directly to avoid capital gains tax and qualify for a tax deduction equal to full market value. | Bequests (Will or Trust) Retain control of your assets today while designating a specific amount or percentage of your estate to support NC State later. | Charitable Gift Annuity (CGA) Trade cash or stock for fixed income for life, immediate tax deductions and deferred capital gains taxes. (If 70½ or older, you can also use a one-time QCD from your IRA to fund a CGA or CRT.) |
| IRA QCD If 70½ or older, transfer up to $105,000 annually tax-free directly from your IRA to satisfy your RMD requirements. | Retirement Plan Beneficiaries Designate one of NC State’s foundations on your 401(k), IRA, or 403(b) to pass retirement assets tax-free to charity. | Charitable Remainder Trust (CRT) Use cash, stock or real estate to secure flexible income terms, defer capital gains and make ongoing gifts. (If 70½ or older, you can also use a one-time QCD from your IRA to fund a CGA or CRT.) |
| Donor-Advised Fund Recommend an immediate grant to NC State from an existing DAF (Fidelity, Schwab, NCCF, etc.) for an immediate tax-free contribution from pre-funded assets. | Bank and Brokerage Accounts Use TOD/POD designations to transfer accounts directly to NC State without going through probate. | |
| Donor-Advised Fund Name NC State as a primary or successor beneficiary of your existing DAF to receive remaining assets upon your passing. |
Contact Us
Contact us at 919-515-5106 or [email protected] if you would like to explore ways to give beyond cash. Our mailing address is:
Campus Box 7501
NC State University
Raleigh, NC 27695-7501
Estate Administration
Our office also manages estate administration to ensure the realization of estate gifts on behalf of the university and its supporting foundations. If you are serving as an executor, trustee, or personal representative of an estate for the benefit of the university, please contact us at 919-515-5106 or [email protected].
