Benefits of Planned Giving

18 Apr 2017

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 advantageous tax benefits to you and your family. We would be happy to speak with you about the various benefits of giving. 

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.

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, please call Cheryl Giattini at 239-395-2768 or e-mail her at cgiattini@sccf.org