Giving Options
Support what matters—your way.
There are many ways to support UNC Health Foundation, beyond a one-time donation. Whether you’re making a gift now, exploring tax-efficient options like donor-advised funds or stock, or creating a lasting legacy, the options below will help you find the right path.
Give With a Donor-Advised Fund
Giving through your donor-advised fund (DAF) is a simple, flexible way to support UNC Health Foundation. You can recommend a grant at any time and direct your gift to the areas that matter most to you.
Here’s how to give through your DAF:
Log In
Log in to your DAF provider (for example, Fidelity Charitable, Schwab Charitable, Vanguard Charitable) and select the option to recommend a grant.
Search for UNC Health Foundation
Most providers list UNC Health Foundation. If you have trouble locating us, you can search using our Tax ID 56-6057494.
Enter Gift Details
Choose your grant amount and include a designation or area of support in the Purpose or Notes field. Because many funds are managed under the UNC Health Foundation umbrella, you may not see your preferred option listed. Include your designation in your form and we’ll take care of the rest.
Provide Donor Recognition Information
Provide donor recognition information (optional). You may include your name or give anonymously, depending on your preference.
Submit Your Recommendation
Most donor-advised fund gifts are processed without any additional steps. If we need clarification about your designation, our team will follow up to make sure your gift is applied exactly as you intend.
Please email us at [email protected] with any questions about giving through your DAF.
Give with ACH or Wire Transfers
Making a gift through ACH—a direct, bank-to-bank transfer—or wire transfer is a secure and efficient way to give in support of UNC Health Foundation. These transfers are processed through the University, and our team will coordinate with you to answer any questions and make sure your gift is applied as intended.
Follow these steps to start your ACH or wire transfer:
STEP 1
Contact your bank or financial institution to initiate an ACH or wire transfer. You can find transfer details and instructions here.
STEP 2
Notify UNC Health Foundation—and your development officer, if applicable—of your gift so we can make sure it’s properly directed and acknowledged.
Please email [email protected] to notify us about your transfer or ask any questions. Our team will help coordinate next steps.
Give With Stock or Securities
Donating appreciated stock or securities is a tax-efficient way to support UNC Health Foundation.
By giving stock that has increased in value, you may avoid capital gains taxes while receiving a charitable income tax deduction for the full fair market value of your gift.
Making a gift of stock is easier than you might expect. Stock gifts are processed through the University of North Carolina at Chapel Hill. Our team will connect you with the appropriate partners and guide you through each step.
Here’s how giving with stock works:
1. Contact your broker or financial advisor to initiate a transfer of shares to the University of North Carolina at Chapel Hill. Learn more about gifts of securities and stocks here.
2. Notify UNC Health Foundation—and your development officer, if applicable one—of your gift so we can help ensure it is properly directed and recognized.
To notify the Foundation of your stock gift or request transfer instructions, please complete this form or contact us directly at [email protected].
Endowed and Expendable Funds
Many donors choose to make a significant impact by establishing or contributing to a fund dedicated to a specific purpose—such as research, patient care, or education. Your gift can be structured in two ways: as an endowed fund to provide ongoing support, or as a non-endowed (expendable) fund used to meet current needs.
Endowed Funds
Endowed funds are invested to generate annual income, creating a permanent source of support for a specific purpose—such as scholarships, professorships, research, or patient care. Each year, a portion of the fund is distributed while the remainder continues to grow, sustaining impact over time.
Non-Endowed Funds
Expendable, or non-endowed funds, are used immediately, providing support for urgent priorities and emerging opportunities. These gifts may be directed to a specific area—such as pilot research, patient and family needs, training programs, or community health initiatives—or wherever the need is greatest. Both options can support existing funds or establish something new, depending on your goals.
Other Ways to Give
Looking for additional ways to give? Please explore our Planned Giving resources to learn more about tax-efficient options like IRA rollovers and gifts of real estate. You can also get involved through employee giving and community fundraising initiatives.
Our team is here to help you find the approach that’s right for you—now or in the future. Contact us at [email protected] to get started.
Gift of Stock or Securities
Thank you for providing us with information about your stock transfer. Please fill out all the fields below.