Planned Giving

Gifts for Today - Life Income Gifts

• Charitable Trusts 

  A charitable lead trust or several types of charitable remainder trusts create valuable options in estate planning by providing tax savings, a significant gift and income for either a charity or family members.

   

• Charitable Gift Annuity

  You make a charitable gift and you and/or someone you designate can receive lifetime income. The remainder goes to the Community Foundation designated for a fund in your name or to an existing fund you select upon your passing, potentially reducing and deferring capital gains tax and reducing probate costs and estate taxes.

   

• Life Estate Gift 

  Give your personal residence, ranch or farm as a gift, occupy the residence or land without disruption, and receive an income tax charitable deduction for the present value of the remainder interest.

Gifts for the Future – Bequests and Beneficiaries

• Charitable Bequests 

  Name the Community Foundation to receive all or a portion of your estate through your will or trust, reducing estate taxes while creating a charitable legacy. To view sample bequest language, Click Here

   

• Retirement Account Assets

  Double taxation on retirement plan withdrawals decreases their value for your heirs. Consider providing other assets to heirs and naming the Community Foundation as the beneficiary of your retirement accounts. You can save taxes and preserve your hard-earned assets for the good of your community.

   

• Life Insurance Policies

  Naming the Community Foundation as a beneficiary of your insurance policy enables you to create a charitable legacy without invading cash and other assets designated for your heirs.

Gifts that Ensure Your Legacy 

• Planned Gift Fund

  This revocable, non-binding fund agreement allows you to name the fund your estate gift will create, identify any fund advisors, specify your charitable interest areas and even express a desire for anonymity. If you change your mind at any time, we can simply amend the agreement without any costs or legal assistance.

Confidential Letter of Intent 

• Share Your Plans With Us

If you have included the Community Foundation of the Lowcountry in your estate plans, we would love to know. Please contact us or complete this confidential Letter of Intent so we can thank you now for your extraordinary generosity — and ensure your wishes are honored as you intend. This document is non-binding and entirely confidential. Click Here to access the document.

For More information about Planned Giving, please contact the Development and Donors Services department at 843-681-9100.