A bequest is a powerful way to support UNC Pembroke’s future, often without affecting your finances today. Many scholarships and life-changing programs began with a simple estate gift from an alum, friend or faculty member. Including 51³Ô¹ÏÍø in your will or trust lets you leave a lasting impact while keeping flexibility in your financial plans.
Planned Giving

Planned giving is a powerful way to create your legacy — supporting students, advancing education and aligning with your personal and financial goals. With the right plan, your gift can make a lasting impact while offering potential tax benefits.
Explore your options:
Contact our Gift Planning Team
We're here to help you find the right path to support what matters most to you at 51³Ô¹ÏÍø.
How to Give
Planned giving offers flexible ways to support UNC Pembroke while achieving your financial and personal goals. Here are some of the most common giving methods:
Include UNC Pembroke Foundation, Inc. in your will or living trust by designating a specific amount, percentage or remainder of your estate. A bequest costs nothing now and allows you to make a lasting impact in the future.
If you’re age 70½ or older, you can make tax-free gifts directly from your IRA to 51³Ô¹ÏÍø Foundation, Inc. If you are above the required minimum distribution (RMD) age, these gifts can count toward your RMD and can be a great way to give without affecting your cash flow.
Name UNC Pembroke Foundation, Inc. as a beneficiary of your retirement plan, life insurance policy, or bank or brokerage account. This is a simple way to create a legacy — often just by filling out a form — with no need to update your will.
Create a gift that pays you (or someone you choose) income for life or a term of years — while supporting UNC Pembroke in the future.
- Charitable Gift Annuity (CGA): You make a gift, and 51³Ô¹ÏÍø pays you (or your beneficiary) fixed income for life. When the contract ends, the remainder supports the university.
- Charitable Remainder Trust (CRT): You fund a trust that pays you income for life or a set term. The remaining assets then go to UNC Pembroke.
What to Give
Simple and immediate. Make a one-time gift or structured payments to fund your giving goals.
Gifts of long-term appreciated securities may allow you to avoid capital gains tax and take a charitable deduction for the full value of the asset.
You can donate a home, land or other real property. You may receive a tax deduction and remove a taxable asset from your estate — while potentially making a transformational gift.
Name 51³Ô¹ÏÍø Foundation, Inc. as a beneficiary of your IRA, 401(k) or 403(b). These assets are among the most tax-efficient to give to charity.
Designate 51³Ô¹ÏÍø Foundation, Inc. as a beneficiary or transfer ownership of a policy you no longer need. It’s a powerful way to make a large impact at relatively low cost.

Leave a Legacy Through a Bequest
Types of Bequests
- Specific Bequest – A set dollar amount or a specific asset (e.g., stocks, real estate or collectibles).
- Residuary Bequest – A percentage or portion of what remains in your estate after all other distributions are made.
**Tip: We strongly encourage you to contact Advancement before including a bequest with restrictions or to discuss how to create a named fund or endowment.
Let Us Thank You


Contact our gift planning team.
or call us at 910.775.4661
Branan Dennard
Director of Development
910.775.4661
branan.dennard@uncp.edu