Gift planning

You can make healthcare remarkable

Let Novant Health Foundation help you and your loved ones get—and stay—healthy. Gifts to support Novant Health Foundation through our regional foundations help further our mission to improve the health of our communities, one person at a time. Your gift helps us expand services, enhance programs, and ensure access to affordable care to everyone in our community.

Create a legacy of generosity at an organization where you matter most. Your legacy at Novant Health Foundation will make a positive impact to our community's healthcare for generations to come.

I want to plan a gift based on my:

Giving amount



Retirement Plan Assets

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Life Insurance

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Tangible Personal Property

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Popular Ways to Give

Wills & Living Trusts

A gift in your will or trust is a simple but meaningful way to make a lasting impact in your community.

Leave a legacy

Charitable Gift Annuities

Advance quality healthcare close to home and enjoy fixed payments for life.

Give and receive


Charitable gifts from your IRA are a tax-smart way to invest in high-quality, affordable healthcare.

Do more with your IRA

Charitable Remainder Trusts

Enjoy an income stream for yourself or a beneficiary today and provide future support for Novant Health.

How I benefit

Real Estate

Want to improve the health of your community without touching your bank account? Consider a gift of real estate.

See your options

Life Insurance

A gift of life insurance is a flexible and affordable way to make a gift that will touch the lives of many.

Simple gift, big impact
Meaningful Ways to Give

Memorial & Tribute Gifts

Create a lasting tribute to a loved one as well as a legacy that improves the health of your community.

Honor someone you love

Endowed Gifts

A bedrock of permanent support allows us to meet the emerging needs of our patients.

Give a gift that endures

Charitable Lead Trusts

Make a big impact on our programs today and provide future financial security for yourself or a loved one.

Support what matters to you
Other Resources

Personal Estate Planning Kit

Not sure how to begin planning? Download your FREE kit now to get started.

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Live Oak Society

Join our visionary group of supporters who have made a commitment to the future of Novant Health.

Partner with us
More Information

For Professional Advisors

We offer a variety of tools and resources to identify how charitable giving can fit into an overall estate plan.

Helpful planning resources

Have a Question?

We would be happy to answer any questions you have about our work to create a better healthcare experience.

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A charitable bequest is one or two sentences in your will or living trust that leave to Novant Health Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Novant Health Foundation, a nonprofit corporation currently located at Charlotte, NC, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Novant Health Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Novant Health Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Novant Health Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Novant Health Foundation where you agree to make a gift to Novant Health Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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