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Planned
Giving
Your gift today ensures the wishes of tomorrow.
When you make a planned gift, you help to ensure that the wishes
of children with life-threatening medical conditions are granted
long into the future. It is an opportunity to make
a significant difference in the lives of children within the context of your
overall financial plan. There are advantages and considerations associated with
each type of gift. Some of these are outlined below.
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Bequests
and Will
One of the most frequently used methods of making a gift
to the Make-A-Wish Foundation of South Carolina is a
bequest. Your will, drafted properly and kept current,
may be the most important legal document you will ever
possess. Through your will, you make certain that your
relatives, friends, and favorite charities are remembered.
Trusts
A trust is a legal agreement serving as a container into
which you can place various assets-cash, securities,
real estate, or other property. The grantor appoints
a trustee responsible for managing the trust’s
assets. Trusts can be established for a certain number
of years or for lifetimes. They can be revocable or irrevocable,
charitable or not.
Gifts of Stock
A gift of appreciated securities offers the simplicity
and satisfaction of a gift of cash while providing additional
tax benefits. The transaction is often as simple as calling
one’s broker and authorizing the transfer to the
Make-A-Wish Foundation of South Carolina.
Gifts of Life Insurance
Changing insurance needs often present an excellent opportunity
for policies to become important charitable gifts. We
work with donors who hold life insurance policies purchased
for specific purposes that are no longer applicable – such
as insurance coverage to pay for college tuition for
children who have long since earned their degrees. |
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