Make an Impact Now - North Carolina Bar Foundation

Increase your giving potential and be recognized during your lifetime

Supporting NCBF today or in the near future permits you to witness the impact of your generosity while receiving recognition during your lifetime. The strategies discussed here make an immediate impact on NCBF pro bono and civic education programs, may extend the reach of your donation and offer you potential tax benefits.

Cash – By making a cash donation to the NCBF Annual Fund, your gift will go to work in the current year, providing operational support for our pro bono, civic education and professionalism programs. An outright, tax-deductible gift can be made online or by check, payable to NCBF and mailed to 8000 Weston Parkway, Cary, NC 27513. Cash gifts may be made in honor or memory of a particular individual. Large donations can also be made to build the NCBF Endowment or restricted for specific purposes related to the mission of the Foundation.

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Donor Advised Fund (DAF) – Like a charitable savings account administered by a private third-party foundation (DAF sponsors), a DAF is created to manage charitable donations. It gives you flexibility to recommend how much and how often money is granted to NCBF and other qualified charities. Recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts. Create a lasting legacy by naming NCBF as the beneficiary of the entire account or a percentage of the fund. You can also create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

Recommend a gift from your DAF to NCBF.

Legal name: North Carolina Bar Foundation
Address: 8000 Weston Parkway, Cary, NC 27513
Federal Tax ID number: 56-0767805

Transfer of Appreciated Stock – A gift of securities, including your stocks or bonds, is a great way to make a gift. By making a gift of appreciated securities, donors avoid paying capital gains tax that would otherwise have been paid if this asset was sold. Donors receive a charitable tax deduction during the year a gift of securities is made and witness the immediate impact of their gift. It is important that the bank or broker contact NCBF in order for us to identify the transfer in a timely and accurate manner ([email protected]). Stock gift transfer instructions.

Qualified Charitable Distribution (QCD) – Using a QCD from an Individual Retirement Account (IRA) is an excellent option for supporting NCBF now. If you are 70 1/2 years old or older, this tax-savvy strategy allows you to transfer up to $111,000 annually ($222,000 for a married couple) from your IRA directly to NCBF. If you are 73 or older, your Qualified Charitable Distributions (QCD) count toward your IRA’s annual Required Minimum Distributions (RMD), and you pay no federal income tax on distributions transferred directly to NCBF. Qualified Charitable Distributions can be used to fulfill multi-year pledges. More information about Required Minimum Distributions and Qualified Charitable Distributions.

Monthly Recurring Gifts – A recurring gift sustains NCBF with a gift that is budget friendly, yet adds up each year to an amount that has a greater impact. When you select a monthly gift type in our donation portal, you will be required to log in with your NCBA membership credentials.

Matched Gifts – A matched gift (or matching gift) is a contribution that is matched by another donor — often an employer or foundation — typically dollar-for-dollar or at a set ratio. Check with your employer to see if your gift can be matched, and you will be recognized for your gift PLUS the matched amount on our annual Honor Roll of Donors.

Personal Property – The Foundation accepts certain types of gifts-in-kind for furthering our mission. Gifts of tangible personal property include vehicles, equipment, materials and any other personal items owned by a donor. The decision to accept such gifts will be based on three major issues: valuation, use and carrying costs. It will be reviewed by our Gift Committee before acceptance.

Consult your tax advisor to learn more about potential tax benefits in planned giving.

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