Benefits of Planned Giving
Giving to the Legacy Funds is a wonderful way to endow the future of our islands. By giving to the Legacy Funds, you can help ensure SCCF's growth and effectiveness in the years to come.
A gift to our Legacy Funds can also provide tremendous financial benefits to you and your family. Depending on the type of gift chosen, you can receive income as well as tax benefits.
We would be happy to speak with you about the various benefits of giving. Also you may consult our Legacy Funds PDF for more info.
Outright Gifts of Cash, Securities, Real Estate, and Personal Property - preferred by donors no longer needing the present or future use of, or income from their assets.
Charitable Lead Trusts - preferred by donors not needing income during their lives, but wishing to leave the asset to their heirs at reduced estate costs.
Charitable Remainder Trusts - preferred by donors wishing to receive income from their asset for life, but wanting to donate that asset to SCCF now.
Charitable Gift Annuities - preferred by donors wishing the security of fixed income payments for life.
Deferred Payment Gift Annuities - preferred by younger donors seeking an income tax deduction now and fixed retirement income later.
Retained Life Estate - preferred by donors wishing to receive an income tax deduction now for a real estate gift with a retained life interest.
Wills and Revocable Trusts - preferred by individuals who may need to change their asset disposition plans during their lifetimes.
If you wish to calculate the benefits of a potential gift prior to meeting with us, please feel free to use this confidential Gift Calculator.
If you have any questions about our Legacy Funds or the use of our Gift Calculator, please call Cheryl Giattini at 239/395-2768 or e-mail her at cgiattini@attglobal.net.