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Carolina Legacies

  • Score one for the Tar Heels
    Score one for the Tar Heels
    "Carolina has always been important to me," said Jim Everett '71, who-even among pretty stiff competition-might be the ultimate Carolina basketball fan.
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  • Allens help Botanical Garden thrive
    Allens help Botanical Garden thrive
    James and Delight Allen “went steady” in Tucson, Ariz., as teenagers, then had no contact for 50 years. They have been married for the last 10 years...
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  • Sheerer
    Sheerer
    Brent Sheerer ’97 (M.B.A.) didn’t take the easiest road to getting his college education, but for him and his daughter, Kristen, who graduated from UNC...
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  • Brian and Carol Nielsen: Generosity from great planning, not necessarily great wealth
    Brian and Carol Nielsen: Generosity from great planning, not necessarily great wealth
    When T. Brian Nielsen completed his master's degree at the State University of New York's
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Gift Examples

  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
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