Search For My Custodian:
|IRA web page|
|Notify us of your Beneficiary Designation|
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include University of North Carolina School of the Arts Foundation as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
|Your Address (Street or P.O. Box)|
|Notify us of your IRA gift|
|Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.|
Make a Beneficiary Designation Gift
Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan or life insurance proceeds, is an excellent way to make a gift to the UNCSA Foundation.
If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further UNCSA's mission of educating and training emerging artists and creative professionals who will help shape the future of human expression.
Benefits of gifts of retirement assets
- Simplify your planning
- Support the causes that you care about
- Continue to use your account as long as you need to
- Heirs can instead receive tax-advantaged assets from the estate
- Receive potential estate tax savings from an estate tax deduction
How to make a gift of retirement assets
To leave your retirement assets or your life insurance proceeds to University of North Carolina School of the Arts Foundation, you will need to complete a beneficiary designation form provided by your retirement plan custodian, financial advisor or insurance agent. If you designate University of North Carolina School of the Arts Foundation as beneficiary, we will benefit from the full value of your gift because your retirement assets or life insurance proceeds will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Future gifts from your retirement assets
Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? As a charity, University of North Carolina School of the Arts Foundation is not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to University of North Carolina School of the Arts Foundation.
If you have any questions about gifts of retirement assets, please contact us. Anne Watkins or another Advancement team member would be happy to assist you and answer any questions that you have. [email protected] or 336-770-1370
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