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Planned Giving

Did you know there are creative ways to support the University of South Carolina Beaufort? Ways in which the University of South Carolina Beaufort, you, and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and the University of South Carolina Beaufort. For example:

  • You can make a gift that costs nothing during your lifetime.
  • You can give stock and realize larger tax savings.
  • You can get a monthly payment for life in return for your gift.
  • You can donate your house, continue to live there, and get a tax break all at the same time.

Types of Planned Gifts

Type of Gift Description
Retirement Plan Retirement plans can be in the form of a qualified pension or profit sharing plan, a 401 (k) plan, and IRA or a 403 (b). The charity is named as the remainder beneficiary.
Insurance Life insurance gifts may be made by the owner when he/she either changes an existing policy to name the charity as an owner/beneficiary or by applying for a new policy in which the charity is named as the owner/beneficiary.
Stocks A stock gift is selected by a donor based on its appreciation in value and is given as an outright gift
Annuities A Charitable Gift Annuity is an agreement where, in exchange for your gift of cash or securities fixed, periodic payments will be made to you and/or another beneficiary for life generally at a higher payout than existing investments.
Charitable Remainder Trust Gifts to charity of a portion of your estate in which the owner or a designee receives income from the trust for life or up to 20 years after which time the remainder is transferred to the charitable beneficiary.
Bequest An outright gift left in a will. A bequest can be a specific amount, or a percentage bequest, residual bequest, contingent bequest, or other specific types of bequests.
Matching Employer Many companies support the charitable donations of their current and retired employees by offering matching gifts on their behalf.

For more information please contact

Anna Ponder, Ph.D.
Vice Chancellor for Advancement
Telephone: 843-208-8255

Jennifer Hoerner
Development Data Manager
Telephone: 843-208-8257