Expectancy Funds

Including a charitable gift in your will is a simple way to make a lasting gift to your community. You can give cash, stocks or other assets to a new or existing fund. You can choose to give a stated dollar amount, a percentage of your estate, a specific asset or property, or the remainder of your estate after distributions to other beneficiaries. We are happy to work with you and your attorney or financial advisors to determine the most advantageous structure for your situation and goals.

You can work directly with CFWNC to create a named expectancy fund that will receive assets after your death. The fund will reflect your charitable wishes. Once assets arrive to the fund, CFWNC will honor the intent and purpose of your fund forever. Your professional advisors list the fund’s name in your estate documents, and we handle the rest. In some circumstances you can update your charitable preferences during your lifetime.