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Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Explore tax-smart gift options

Learn about gifts that maximize the impact of your support while providing tax benefits for you!

Stocks and securities

Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.

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Donor Advised Funds

Easily recommend grants to Western Carolina University Foundation for tax-efficient giving.

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Cryptocurrency

Donate Bitcoin, Ethereum, and more to save on taxes and make a big impact.

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Qualified Charitable Distributions

Use your IRA to make tax-free gifts that benefit you and our mission.

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Real Estate

Donate real estate to make a lasting impact, unlocking the hidden potential of your property’s value.

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Retained Life Estate

Secure your home’s future through a Retained Life Estate, ensuring support for us while residing in your property.

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Make a Gift…Leave A Legacy

Show your family how much you care by creating or updating your will or estate plan. When you make a gift to the Western Carolina University Foundation through your will, trust, or retirement plan, you’re helping support future Catamounts for years to come. Estate gifts offer creative, flexible strategies for your estate and charitable planning.

Michael McLamb

WCU alumni don’t wait until 60s to make planned gifts to help future students

Michael McLamb, 33, who earned a bachelor’s degree in finance in 2012 and completed his master’s degree in business administration in 2016, both at WCU, made an estate gift in November that will provide financial support to the College of Business Excellence Endowment Fund. “I have been lucky and recognize anything can happen in this world,” he said. “Should my time here come early, there is a respectable amount to support the College of Business Excellence Endowment. However, should I endure my actuarial table and remain productive for the next several decades – as intended – there will be a nice sum to allow students to pursue their interests and become the best they can be.”

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We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Ben Pendry

Title :Associate Vice Chancellor for Advancement

Phone: 828-227-7124

Email: bjpendry@wcu.edu

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More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

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Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

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Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

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