Bequest — Roth IRA

Patricia's connection to public television grew over her lifetime. Born in New York and reared primarily in Kentucky before moving to North Carolina in 1970, she holds degrees in math, chemistry, counseling psychology and education administration. She devoted her career to education and found public television programming — both for children and adults — a reliable and ever-ready resource. "It was a comfort to know that public television offered information and learning resources to all takers of all ages, every day of the year," she said.

In addition to the educational component, public television also brought enrichment and entertainment to Patricia's life. "There comes a time in your life when you assess what has been important to you, what has made a difference in your life…people, places, experiences," she said. "You think about what has influenced, pleased and assisted you in your life. Then you think about how you can pay that forward to ensure that the same opportunities are available for new generations."

When it came time for Patricia to plan for the future, her decision to include PBS-NC as a beneficiary was an easy one. "Listing a nonprofit as a beneficiary is easy, revocable if desired, and funnels the money directly to PBS-NC at my death. I wanted to make a difference in the future. Helping to ensure that PBS-NC programming will continue to be available to all North Carolinians for years to come is a great way to do just that."

How It Works

A bequest is a gift from your estate—a transfer of cash, securities or other property made through your estate plans. You can make a bequest to PBS-NC by including language in your will or living trust, or by designating PBS-NC as a beneficiary of your retirement account or life insurance policy.

Benefits

• A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for PBS-NC in the future.
• You retain control of and use of your assets during your lifetime.
• You may modify your bequest if your circumstances change.
• Gifts from your estate to PBS-NC are exempt from federal estate taxes.
• If you let PBS-NC know of your plans, we will be able to thank you now and recognize you as a member of our Legacy Society.
• This information is not intended as tax, legal or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.

Find Out More

Planned gifts are as uniquely individual as the people who make them. To find out if a bequest or another planned gift opportunity with PBS-NC (or any of the UNC system institutions) is right for you, please contact:

Caroline Francis
[email protected]
877-485-3200
OR
Kinna N. Clark, Esq.
Senior Director of Development & Gift Planning Services
The University of North Carolina System
223 S. West Street, Suite 1800
Raleigh, NC 27603
919-843-4703
[email protected]