What forms of planned giving are accepted by the Foundation (such as a gifts of stock, bequests, or gifts of real estate)?

Planned giving is an important form of philanthropy at the Foundation. To plan a gift or bequest please contact the Foundation at 704-355-4048. Types of planned gifts accepted by the Foundation include: (1) appreciated securities, such as stocks and mutual funds; (2) closely held stock; (3) real estate, such as personal residences, vacation homes, agricultural land, commercial properties and undeveloped land; (4) life-insurance policies; (5) estate gifts, including charitable lead trusts, bequests in wills (including residuary and contingent bequests), testamentary trusts and retirement plan assets; (6) life-income gifts, such as charitable remainder trusts and life estate agreements.