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For The Love of Charlotte.

Today & Tomorrow.

For the Love of Charlotte, your legacy begins today. Find the giving approach that works for you and carries your impact into Charlotte's tomorrow.

Learn About Ways to Give

Giving Home > Ways to Give

Ways to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

Beneficiary Designation Gift

You designate us as a beneficiary of your retirement, investment or bank account or life insurance policy.

Gift Annuity

You transfer your cash or stock to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Gifts that provide you and your loved ones with income and tax benefits

Charitable Remainder Unitrust

You fund a charitable remainder unitrust with cash or appreciated property. The trust sells your property tax-free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust

You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust. When the property sells you receive cash and income for life.

Give It Twice Trust

You provide your children with a stream of income while making a gift to our organization.

Pooled Income Fund

A pooled income fund is a special charitable fund. You make a gift to our pooled income fund and receive tax and income benefits in return.

Unitrust and Special Needs Trust

You provide for a loved one who has special needs and also make a gift to support our cause.

IRA to Gift Annuity Rollover

If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

Deferred Gift Annuity

You may be looking for a way to support our cause today while creating a future payment stream for retirement or future income.

Gifts that support Charlotte and save you taxes

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Life Estate Reserved

You give your property to our organization but retain the right to use the property during your lifetime. We receive the property when you pass away.

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a substantial charitable deduction for the difference between the market value and purchase price.

What is Gift Planning?

Gift planning is thoughtful giving that aligns your charitable goals with your financial, tax, and estate plans, helping you give in ways that work for you while shaping your lasting legacy.