The 1965 Society
Recognizing donors for their generosity to include SCS in their estate plans.
The following types of planned gifts qualify for recognition in The 1965
Society -
- Estate beneficiary: You name
SCS as a beneficiary of your Will, insurance policy, and/or retirement
account, either as a percentage of funds, or for a specific dollar amount.
- Charitable Remainder Annuity
Trust: Your trust pays a fixed dollar amount each year to you or others you
name for life or a term of years. The remaining assets then go to charity.
- Charitable Remainder Unitrust:
Your unitrust pays a fixed percentage of its value, determined each year, to
you or others you name for life or a term of years. The remaining assets then
go to charity.
- Charitable Lead Unitrust: Your
unitrust pays a fixed percentage of its value, determined each year, to
charity for a term of years or one or more lifetimes. The accumulated assets
then go back to you or others you name.
- Charitable Lead Annuity Trust:
Your trust pays a fixed dollar amount each year to charity for a term of years
or one or more lifetimes. The accumulated assets then go back to you or others
you name.
- Gift Annuity: In exchange for
your gift to charity, you or other annuitants receive a fixed sum each year
for life. The SCS minimum age to participate is 60, with a minimum principal
donation of $25,000.
- Retained Life Estate: You deed
your home or farm to charity, but retain the right to live in it for the rest
of your life, a term of years, or a combination of the two. Certain
stipulations apply.
Please consult your estate
professionals before implementation of any financial strategy.