• Gift Planning MAXIMIZE YOUR PHILANTHROPIC GOALS

    Learn about ways to support UNC Charlotte that work for you and your loved ones.
  • Take Advantage Of Soaring Charitable Gift Annuity Rates

    Charitable Gift Annuity rates have increased for the second time in the last year. Call the Office of Gift Planning or click here to learn more.

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Advisor Resources

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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