WAYS TO GIVE

  • IMMEDIATE GIFTS

    Donate Online via Credit Card:
    Use a credit card to make your secure donation by clicking our DONATE button. Donating online is easy. It allows for gift designation, a gift made in memorial or to establish a recurring gift.

    Recurring Gifts:
    Strengthen your impact with a recurring gift. A recurring gift is a pre-set, monthly or quarterly contribution that a donor wishes to make by automatically charging a credit card to issue regular donations. Donors can spread out their giving over time, often enabling a larger sum gift than a one-time donation. Our online donation form enables this choice.

    Gifts of Securities:

    Gifts of stocks, bonds, and mutual funds may provide special tax advantages. Please contact us to learn more.

    Cash and Checks:

    Please make checks payable to Carolina Meadows Foundation, Inc. and specify the fund you would like to support on the memo line. Please place your donation in the Carolina Meadows Foundation mail drawer on the lower right side of the Club Center mailroom.

  • QUALIFIED CHARITABLE DISTRIBUTIONS

    Only Carolina Meadows, Inc. (CMI) can receive a donation from your IRA to count as a Qualified Charitable Distribution (QCD) and it may count toward your Required Minimum Distribution (RMD) for that tax year.

    Because Carolina Meadows Foundation (CMF) is classified by the IRS as a 509(a)(3) supporting organization to Carolina Meadows, Inc., IRA distributions to the Foundation do not qualify. Please note that this does not change any other tax-exempt giving options to Carolina Meadows Foundation, Inc. This only affects gifts through QCD or RMDs. Please read this FAQ to learn more.

    Please have the QCD paid to the order of Carolina Meadows, Inc. and note 1) the donor’s name and 2) the specific fund to benefit from the QCD (such as Employee Success Fund). Carolina Meadows, Inc. will then appropriately restrict that QCD or RMD for the purpose designated by you.

    Unrestricted QCD or RMD gifts made to CMI can be transferred to CMF and will be appropriately controlled and designated by the CMF Board.

    As with all giving, we encourage you to consult with your tax or financial advisors about your unique situation for guidance on how to minimize your tax liability and maximize the impact of your gift.

  • PLANNED GIFTS: LEGACY LEADERS

    One of the most popular ways of giving is through leaving a legacy gift (also known as a planned gift). It is an opportunity to leave a lasting and powerful impact on the community you call home. We welcome and appreciate all legacy gifts. Those who commit gifts of $25,000 and above are recognized as Legacy Leaders.

    Legacy Leaders at Carolina Meadows are a special group of people who wish to make an impact beyond their lifetime to Carolina Meadows Foundation, Inc. They are a dedicated, inspiring group of donors who want to make a difference at Carolina Meadows now and in the future!

    If you have already included Carolina Meadows Foundation, Inc. in your planned giving, THANK YOU. Please contact us so that we can recognize your generosity and complete your wishes.

    Please continue scrolling to learn more about leaving a planned gift.

Donate
Kwanza Cherry behind bldg 3-by A. Stradley 4.16.2021.jpg

Becoming a Legacy Leader offers an opportunity to make a meaningful difference and to leave a lasting impact on the community you lovingly call home.

There are several ways to become a Legacy Leader.

Establish your Legacy with an Entrance Fee Refund.

An easy way to make a legacy gift is to direct a portion of your entrance fee to the Carolina Meadows Foundation, Inc.. This can be a dollar amount, a percentage or a split among other beneficiaries. For many residents, the idea of making a gift from their entrance fee is both novel and attractive. The Foundation can help facilitate your making of such a legacy gift.

Photo: Thanks to April Stradley, Carolina Meadows Team Member, for the gorgeous photographs of flowers and trees around our beautiful campus (photos left and below).

Include Carolina Meadows in Your Will or Trust

Bequests may be in the form of cash, securities, real estate, or other property. You can specify that Carolina Meadows Foundation, Inc. (CMF) is to receive a certain percentage or amount of your estate; in the whole, in part, or the remainder of your estate after providing for heirs. The following is sample bequest wording.

 BEQUEST – For Unrestricted Purposes

I hereby give, devise and bequeath to the Carolina Meadows Foundation, Inc. (Tax ID # 82-5385916), a not-for-profit organization located in Chapel Hill, NC, ______ percent (%) or ______ amount ($) of the rest, residue, and remainder of my trust/estate as an unrestricted gift to be used in the area of greatest need at the time the gift is received, as determined by the Board of Directors for the Carolina Meadows Foundation, Inc.

I may choose at a later date to enter into a separate agreement between myself and Carolina Meadows related to the use of this gift and would request that the Board of Directors of the Carolina Meadows Foundation, Inc. utilize the gift in accordance with terms of that agreement.

Name Carolina Meadows Foundation as a Beneficiary for Retirement Plans

Naming the Carolina Meadows Foundation as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to your heirs to pass such assets because of heavy tax consequences. By naming the Carolina Meadows Foundation as a beneficiary of a retirement plan, you maintain control over the asset while living, but at your death, the plan passes to support Carolina Meadows free of both estate and income taxes. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Making a charitable gift from your retirement plan is easy and does not involve a lawyer. Simply request a change-of-beneficiary form from your retirement plan administrator. When you have finished, please return the form to your plan administrator and notify the Carolina Meadows Foundation. Below is sample language for your beneficiary designation to CMF:

Designation: Carolina Meadows Foundation, Inc. (Tax ID # 82-5385916) a not-for-profit organization located in Chapel Hill, North Carolina.