Perspectives Online

The CALS Planned Giving Program...

Bringing your estate picture into focus

Interested in our CALS service?

The CALS Planned Giving Program is here to...

We're here to help you establish your overall financial picture and personal objectives.

William and Mary Coker Joslin of Raleigh have made a life-estate planned-gift pledge of their home and its 4.5-acre garden to the College for use as an extension of JC Raulston Arboretum, along with the creation of a $1 million endowment to support the upkeep of the facilities.

Step by step, our planned giving process guides you in gathering, organizing and summarizing your financial documents. It also helps you address the emotional and often difficult decisions you may have to make about your loved ones. We enable individuals to clearly establish and express their objectives to their attorneys.

As the picture of your estate comes into focus, you see the decisions needed to take care of your loved ones. You also discover which planned giving instrument best fits in with your estate plan - like the last piece completing the puzzle.

We recommend that you consult with your estate-planning attorney and/or tax adviser regarding the information provided through this program.

To sign up for this program, contact Sonia Murphy, CALS Planned Giving director at 919.513.0637 or