Alumni + Giving_1920x674
+

Planned Gifts

Planning for future gifts through a will or trust can sustain yourself and your loved ones, while allowing for a long-lasting gift to the College of Design. This option is also applicable to holders of 401(k), 403(b), IRA and other qualified retirement funds.

Naming the College of Design as the beneficiary of a retirement account removes those assets from the tax burden that donors’ heirs would ordinarily assume, enabling donors to leave other assets to heirs that are taxed at lower rates. Planned gift donors have the opportunity to engage with the University through NC State Pullen Society recognition and event.

There are a variety of options to include the College of Design in your long-term financial planning:

Bequest

  • Include the College of Design through the NC State University Foundation in your will and receive an estate tax deduction.

Charitable Gift Annuity

  • Provide fixed income for yourself or a loved one.

Charitable Remainder Trust

  • Create life income for you and your spouse.

Charitable Lead Trust

  • Pass property and other assets on to your family with substantial tax benefits.

Securities

  • Stocks and bonds that have been owned for more than one year entitle the donor to compute the income tax deduction using the market value of the securities on the date of gift. Donors who want to make these gifts should follow our securities transfer instructions and we will be happy to assist.

Real Estate Gifts

  • Gifts of real estate entitle the donor to the same tax benefits as gifts of cash or securities, provided the real estate has been owned for more than one year and there are no debts payable on the property. Gifts of real estate also can generate substantial estate tax savings.

Stock Gifts

  • Stocks and bonds that have been owned for more than one year entitle the donor to compute the income tax deduction using the market value of the securities on the date of gift. Donors who want to make these gifts should follow our securities transfer instructions and we will be happy to assist.

If you have questions, please contact Advancement Services at 919-515-7827 or email stockgifts@ncsu.edu.

Make a Difference

Give to the College  |  Annual Giving  |  Endowments  |  Non-Cash Gifts