How will you leave a legacy?

Discover how leaving a planned gift to The Fletcher School aligns with your philanthropic goals but also ensures the fulfillment of the School's mission while meeting your current financial needs

Consolidated Appropriations Act 2023 (CAA) and Your Support

Reach Your Philanthropic and Financial Goals with Planned Giving

A legacy gift enables you to support The Fletcher School, secures the financial needs of your loved ones, and provides you with tax benefits. Planned gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including The Fletcher School in your will or trust, naming Fletcher as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support us for years to come. Your gift will have a real, lasting impact.

Planned Giving at The Fletcher School

When you make a gift to The Fletcher School from your will or trust, your contribution will be recognized and appreciated. As a valued supporter of our School, you will join a community of like-minded individuals who have also chosen to support us in this meaningful way. Please let us know if The Fletcher School is already included in your plans, as it allows us to express our gratitude and ensure that your gift is utilized according to your intentions.

How to Give

Not only do you have options for how your gift to The Fletcher School will be used, you also have options on what to give and how to give. By considering these choices, you can create a legacy that reflects your values and aspirations for the future of our School. There are gifts that cost you nothing now and allow you to decide what happens when. Through thoughtful consideration of these benefits, you can make a meaningful and enduring mark on The Fletcher School and leave a lasting legacy that positively impacts generations to come.

General Bequest

Gifts from Your Will

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Donor Advised Funds

Beneficiary Designation and Grants

Designate Fletcher as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.

Charitable IRA Rollover

Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to Fletcher. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Gifts of Life Insurance

Beneficiary Designation and Paid-Up Policies

Name the School as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name The Fletcher School as the owner and beneficiary.

Beneficiary Gifts

Retirement Accounts

Assign Fletcher as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock

Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Let's get in touch

Contact Us

  • Jennifer Brost

    Director of Advancement


    8500 Sardis Road

    Charlotte, North Carolina 28270

  • For Professional Advisors

    If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.