Ways to Give

Making a donation to North Carolina Outward Bound School is easy. Choose to give the way that best suits you:

Increase the power of your gift at no cost to you!

Many employers have a gift-matching program and will match your donations dollar for dollar or even two or three for one. Often spouses and retirees qualify for these programs as well. Acquire the appropriate forms from your employer and mail them to North Carolina Outward Bound School.

For gifts of stock or real estate, you can receive a tax-deduction up to 30 percent of your adjusted gross income. For electronic transfer of securities provide your brokerage firm with the following information:

Toll free number for trading: 1-800-922-9008

Please let us know to expect your gift by e-mailing or calling 1-800-438-9661.

In order to properly credit you for your stock gift, please be sure to let us know the date of your gift as well as the type and the amount of stocks given. Donated stocks are sold at the time they are received, but values may fluctuate in that small period of time. The gift will be acknowledged based on the average between the high and low value of the stock on the date given.

Deferred gifts allow you to achieve your philanthropic goals while realizing financial, tax and estate planning goals. If you are interested in deferred gifts such as bequests or planned giving, please contact Wanda Lanier ().

The easiest way to make a deferred gift to North Carolina Outward Bound is to leave a bequest in your will for a specified amount, particular securities, or other property. Bequests can be designated for a specific purpose or given without restriction. Bequests are completely tax deductible, substantially reducing your estate taxes.

When you establish a charitable remainder trust you transfer assets of stock, real estate or collectibles to a trust, but continue to receive as income a fixed percentage or fixed sum from the principal. A charitable remainder trust is tax-exempt and may sell appreciated assets without capital gains tax. At the end of the trust term, the remaining assets are distributed to North Carolina Outward Bound School. Benefits often include increased income and reduced income tax, capital gain tax and estate tax.

When you transfer assets into a charitable gift annuity, the fund distributes to you a fixed stream of income for life. Benefits are similar to those of a charitable remainder trust.

You can provide a future inheritance to children, grandchildren or other heirs at reduced tax rates through placing assets in a charitable lead trust. The trust pays income to North Carolina Outward Bound for a fixed number of years, after which the principal would be distributed to your heirs.

You can name North Carolina Outward Bound School as the beneficiary of your individual retirement account (IRA), tax-sheltered annuities, Keogh plan, self-employed plan (SEP) 401(k), 403 (b) and other qualified pension and profit-sharing plans. While heirs can lose up to 70 percent of your retirement plan assets to estate and income taxes, this preserves the full value of your plan.

You can name North Carolina Outward Bound School as a beneficiary of any individual or group life insurance policy. You receive an estate tax deduction for insurance proceeds that pass to North Carolina Outward Bound on your death. If you irrevocably donate the life insurance policy itself to North Carolina Outward Bound you also receive an income tax deduction.