Now you can share in
CA ROLINA’S
INVESTM EN T
SUCCESS
C
haritable remainder trusts (CRTs)
have long been viewed by advisors
and our donors as a wonderful way to
make a gift while retaining the benefits
of a lifetime income stream – many call
this gift arrangement a “win-win.”
We are excited to announce that qualifying CRTs
at Carolina are now eligible for a new investment option that will track the performance of
the Chapel Hill Investment Fund, Carolina’s
$1.98 billion endowment. That’s right, our new
Endowment Investment Strategy for CRTs will
allow your charitable remainder trust to benefit from the investment success of the UNC
endowment. That means your income stream is
maximized and your gift to Carolina is maximized
– now that is a real “win-win”!
Chapel Hill Investment Fund vs.
70% S&P 500/30% Barclays US Aggregate Bond
(as of 12/31/2008)
10.3%
10%
6.2%
0
-0.1%
- 4.2%
-10%
- 16.1%
-20%
-30%
- 24.3%
1 Year
3 Years
5 Years
Chapel Hill Investment Fund
70% S&P 500/30% Barclays US Aggregate Bond
To request a full package of information on this exciting new offering,
please call David Routh, Director of Planned Giving, at 919-962-6856 or
800-994-8803, or email him at david_routh@unc.edu.
giving.unc.edu
