Home Giving

The Carolina Village Endowment Fund was created on April 25, 1978 by Carolina Village, Inc., a not-for-profit retirement community, for specific purposes to receive, manage, invest and utilize gifts and bequests of residents and friends.

Gifts to Carolina Village over the years have been as varied as the people we serve and have been made directly by our residents, their family members, and other friends. The Carolina Village bus was funded with contributions. The organ, piano, and equipment for the therapy and wellness departments were purchased with donations. Most recently the "Hamilton Reflection Pond" was completed with funds from an individual.

Ways to Give

Carolina Village is fortunate to have residents, families, volunteers, and staff who are committed to ensuring and enhancing the quality of life for all residents at every level of service - now and in the future. For more information contact Phyllis Smith at:

Gifts of Cash, In Honor or In Memory

Cash is often the most convenient form of giving. Cash gifts are deductible for federal income tax purposes, assuming deductions are itemized. Cash gifts in honor or in memory of loved ones are meaningful ways to honor someone special or to remember someone who has passed. Please make your check payable to Carolina Village Endowment Fund, in care of Carolina Village, Inc.  You may also contact Phyllis Smith at .

Gifts of Appreciated Securities

Gifts of Appreciated Securities may be made as outright gifts or to pay for a pledge. Stock certificates may be reassigned directly to Carolina Village, Inc or may be transferred through your broker.

Bequests

Through their wills, donors can give Carolina Village Endowment Fund money, property, or a share of estate residue. A bequest can either be outright or contingent upon the death of a family member. A conveyance in the form of a bequest is a little more complicated and requires the help of an attorney.

Life Insurance Policy

Make Carolina Village, Inc a beneficiary of your life insurance policy. This is an ideal way to fulfill your charitable desires and requires no out-of-pocket expense to you. To change the beneficiary of your life insurance policy, secure a change of beneficiary form from your agent and include Carolina Village, Inc. as a beneficiary of the death benefit. Indicate you wish your gift to benefit Carolina Village.

A Beneficiary of Your Retirement Plan

Making Carolina Village Endowment Fund, Inc. a beneficiary of your IRA, 401(K) or 403 (B) account is easy. Simply contact your plan administrator to add Carolina Village Endowment Fund to the beneficiary form. They will mail the form to you on which you can write the official name of "Carolina Village Endowment Fund, Inc." Indicate you wish your gift to benefit Carolina Village.

Charitable Gift Annuities

A donor can increase his or her monthly income and receive an immediate tax deduction by participating in a charitable gift annuity. The charitable portion of your gift will go to The Carolina Village Endowment Fund upon the demise of the annuitant. Indicate you wish your gift to benefit Carolina Village.

Thank you. Please let us know when you have added Carolina Village, Inc. in your estate plans as we would like to honor you during your lifetime. When you identify yourself, you encourage others to think of ways they can help grow the Endowment Fund for the benefit of our residents.