Gift Planning

Planning Today for a Better Tomorrow

With maturity and wisdom often comes an interest in ensuring that the people we care about, as well as the organizations that have made an impact in our lives, are protected both now and in the future.

With financial and estate planning, you may find a planned-giving vehicle that lets you address your own financial concerns and challenges, while also allowing you to create a legacy that will extend the benefits of your generosity far into the future and on a much broader scale. With all the options available, your strategy will be based on your individual situation.

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Below are some common questions regarding the type of gift you may want to consider. 

Do you have a specific asset to donate and want to know the gift vehicles and benefits that apply? (Cash, retirement funds, securities, and closely held business stock.) 

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Do you want to give to the Foundation but also need to make sure you and/or your loved ones are provided for, either now or after you are gone? 
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Do you want to make a gift, but can't afford to or prefer not to change your lifestyle? We would be honored for you to consider a bequest in your will or trust.

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For planning purposes, please use the following:
"I give, devise, and bequeath to the Carolina Neurosurgery & Spine Education and Research Foundation in Charlotte, NC the sum of $________(or a description of the specific asset), for the benefit of the Carolina Neurosurgery & Spine Education and Research Foundations programs and its general purpose.”

The Foundation Federal ID number is 81-5394237. The address is:

Carolina Neurosurgery & Spine Education and Research Foundation
225 Baldwin Avenue
Charlotte, NC 28204

The Carolina Neurosurgery & Spine Education and Research Foundation is grateful for your consideration of a planned gift. Please notify the Foundation of your intent to include it in your estate plans to receive proper acknowledgement.