Planned Giving

When you make a gift to the Loyalty Fund, you support scholarships, professorships and student programs - you share our commitment to enhance the Carolina Experience. Since the Loyalty Fund is unrestricted, funds are allocated where the needs are highest each academic year and where no other funding source exists. Designating a deferred gift to the Loyalty Fund is a great way to impact the experiences for future generations of UNC Medical Students.

You may wish to make a significant gift to the UNC School of Medicine but cannot commit current assets for such a purpose. Through your will or estate plans, you can make a more significant gift than you might ever have thought possible to benefit the future of medicine at UNC.

With a planned gift commitment of $25,000, you remain a Loyalty Fund Associate in perpetuity while supporting your UNC School of Medicine.

From outright gifts and bequests to life-income gifts, there are many ways to tailor a gift to medicine at UNC. You can provide a current use gift, make a gift to benefit medicine in the future, make a future gift that provides you with income now, or make a current gift that helps medicine now and your family later. Both outright and deferred gifts receive favorable tax treatment and have become important to the sustainability of the Loyalty Fund.

To provide a bequest, simply include a paragraph in your will naming The Medical Foundation of North Carolina, Inc. as beneficiary. For example:

I give, devise and bequeath (the sum of $___) or (___% of my estate or the residue of my estate) to The Medical Foundation of North Carolina, Inc., a 501(c)(3) created to maintain funds for the UNC School of Medicine with principal offices located at 880 Martin Luther King Jr. Boulevard, Chapel Hill, North Carolina, 27514-2600.

For more information please visit the Office of Gift Planning.