Planned Gifts


Keep Wesleyan Growing.

Did you know you can support Wesleyan without impacting yourself or your loved ones? There are ways you can give while still preserving your assets for retirement and providing for your family.

We all desire significance – to lead happy and fulfilled lives surrounded by family and friends. The search for significance and desire to plan for the future leads many to ponder their legacy. For several decades, the generosity of alumni, family and community partners has sustained North Carolina Wesleyan and helped us grow. Students and faculty depend on the support of private donors who value our unique learning philosophy and programs designed to empower students with the resources needed to enhance their academic and personal development. Our desire is to ensure that it continues for many years.

When you choose to include a gift to NCWU as part of your legacy, you are continuing a tradition that has existed since Wesleyan’s founding in 1956: a tradition to educate young men and women to serve others and follow the Golden Rule itself: Do unto others as you would have them do unto you. Plain and simple, your legacy gift enables excellence.

Choose your legacy today.

Ways to Include NC Wesleyan in Your Planning

Life Insurance Gifts

A gift of life insurance is a wonderful way to support our work at a significant level, but at a fraction of the cost of other gifts. If you have an old, unneeded life insurance policy, you can donate it and take an immediate tax deduction. You can also name NC Wesleyan University as a beneficiary of your policy.

Charitable Gift Annuity

Seeing firsthand how a gift changes lives and brings joy to others can change the lives of those that give. A charitable gift can have many benefits beyond just helping Wesleyan. Strategies like the charitable gift annuity, provide many reasons to give.

Bequests

We all desire significance – to lead happy and fulfilled lives surrounded by family and friends.

The search for significance and desire to plan for the future leads many to ponder their legacy. What kind of legacy will you leave? A bequest is perhaps the easiest and most tangible way to have a lasting impact on the people and organizations that mean the most to you. A bequest may also be an effective way to make a gift to charity and lessen the burden of taxes on your family and estate.

Gifts from a Will or Trust

Designating NC Wesleyan as a beneficiary in your will or trust is a simple way to commit to our cause and it does not affect your cash flow during your lifetime. In addition, it’s easy to revoke this type of gift if your situation or goals change.

How do I update my Will designating NCWU as a beneficiary? CLICK HERE.

Beneficiary Designations

While it’s impossible to know or control what happens in the future, you can have security while achieving your ultimate goals by making a plan. Planning is one way to create a secure future for you and your loved ones. With a good plan, you can rest easy knowing that your family will be well cared for and your property will pass to your intended beneficiaries. Naming Wesleyan as the beneficiary of a retirement plan, financial account, or annuity is another easy way to help further our mission. You can continue to benefit from these assets during your lifetime. A beneficiary designation may also be changed.

Appreciated Securities, Real Property
If you own securities or real estate that you no longer need or wish to sell, a gift of these assets is another way that you can benefit us without impacting your cash flow. You may also benefit from capital gains tax avoidance by giving rather than selling these assets.

Life Estate
If you own your home and wish to remain living there, you can transfer your primary residence, farm, or vacation home to us while retaining the right to use the home during your lifetime. Enjoy the added benefit of an income tax deduction!