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Adviser Resources
As a professional adviser, you have a relationship with your clients built on trust and mutual respect. The same is true with Historic Charleston Foundation's relationship with our supporters.

We recognize that each of our supporter's financial and philanthropic goals is unique. Therefore, we welcome the opportunity to assist you with incorporating your clients' philanthropic objectives into a well-crafted estate plan.

Quick Facts
  • We accept gifts of cash, securities, real estate, personal property, closely held businesses, stock options and other diversified assets.
  • We have teams of experienced professionals to help you and your clients explore and implement a variety of charitable giving options.
Legal Designation
For clients who wish to name Historic Charleston Foundation in their will or estate plan, we should be named as:
Historic Charleston Foundation, a non-profit corporation, organized and existing under the laws of South Carolina and with principal business address of 40 East Bay Street, Charleston, SC 29401

Tax ID
Our tax identification number is 57-6000599.

Historic Charleston Foundation is tax exempt under section 501(c)(3) of the Internal Revenue Code and is a 50%-type organization under section 170(b)(1)(A).

At Historic Charleston Foundation, all unrestricted charitable gifts are used strategically to support top preservation priorities. If your client has a more specific purpose in mind, please contact us (843) 723-1623 to ensure that we can meet his/her wishes. Whether your client chooses to restrict a gift or not, his or her support will help preserve our preservation heritage and community in Charleston for future generations to enjoy.