Supporting the College with a Planned Gift

Wayana Dolan received her Ph.D. in 2023, thanks in part to the 2KJohn Graduate Student Excellence Fund, established by Kathy ’76 and Kenneth John of Arlington, Virginia. Wayana is currently a research physical scientist with the USGS Geosciences and Environmental Change Science Center in Denver, Colorado. The Johns not only support current students and see the impact of their giving now — their fund has supported 12 additional students since it was created in 2016 — but they’ve also documented a bequest to ensure support of students like Wayana in perpetuity. Contact us today to learn how planned gifts, including bequests, charitable trusts and charitable gift annuities, can help you meet your financial goals while supporting the College of Arts and Sciences. 919.962.0108 | |

Planned gifts are charitable gifts that are structured to integrate your charitable, family, and financial goals. They include bequests, life income gifts, and complex current gifts, such as gifts of business interests or real estate. Like outright gifts, planned gifts receive favorable tax treatment and give you the satisfaction of providing for the College of Arts and Sciences.

Why consider making a planned gift?

Planned gifts can make it possible for you to meet the dual goals of providing for the future of the College of Arts and Sciences while at the same time assisting you in meeting personal and family financial goals. Planned gifts can enable you to:

  • Make a larger charitable gift than you thought possible
  • Reduce or eliminate your estate tax liability
  • Increase your income by utilizing assets that are not productive
  • Plan for the future financial needs of your loved ones
  • Continue support for your favorite departments or programs within the College after you die

What type of planned gift is right for me?

There are many creative ways to tailor planned gifts to the College of Arts and Sciences at Carolina. The two primary categories of planned gifts are:

  • Bequests: A gift through your estate to fund your Carolina legacy
  • Life income gifts: A gift that will provide you income for life and later a gift to Carolina

For more information about planned giving opportunities in the College of Arts and Sciences, please contact:

The Arts and Sciences Foundation
523 E. Franklin St., CB 6115
Chapel Hill NC 27599-6115
(919) 962-0108

For Blanche Armfield, who earned her master’s degree in English from UNC in 1928, it was poetry. A lifelong reader and writer of poetry, she was also a published poet. When she died in 2000, Blanche left more than $500,000 to the creative writing program in the department of English and comparative literature to enhance interest in poetry and to encourage poetry writing. Over the last 20 years, the Blanche B. Armfield Poetry Fund has more than doubled in value while also cultivating a new generation of poets. More than 50 prominent American poets have visited campus to give readings to students through the Blanche Armfield Poetry Series, and more than 17 undergraduates (including Lila Richardson ’23, pictured) have been awarded the Blanche B. Armfield Prize in Poetry.Contact us today to learn about making a planned gift to the College of Arts and Sciences.919.962.0108 | |

Tom Steward, longtime friend to the department of music, left a deferred gift to establish the Thomas F. Steward Fund in Jazz Studies. “My students, colleagues and I are very grateful to our dear friend Thomas F. Steward, who attended hundreds of UNC Jazz Studies concerts over the years and was a friend to us all. His kind gift sustains the day-to-day operations of the program. It enabled our students and faculty to travel to the Jazz Education Network Conference in Dallas, Texas, and to record a collaborative faculty and student CD — 360o Jazz Initiative, Please Only Tell Me Good News — on Summit Records that is now heard on national jazz radio stations.” — STEPHEN ANDERSON, professor of composition and jazz studies Thomas Frost Steward was a structural engineer for JCPenney for 35 years, but his passion was jazz. He played multiple wind instruments; his favorite was the saxophone. A native of Sea Cliff, New York, Steward was an avid sailor who served in the Navy in World War II. He retired to Galloway Ridge at Fearrington in Pittsboro, North Carolina. 919.962.0108 | | Contact us today to learn about making a planned gift to the College of Arts and Sciences.


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