 isted below are some examples of the types of assets you can use to
fund a planned gift to Historic Charleston Foundation. This information is meant as a general guide about ways of giving and potential
financial benefits and is not meant to provide tax or legal advice. Before making a gift, you should consult with your attorney or financial adviser.
Cash
Funding a gift with cash is one of the simplest ways to create a planned gift.
Securities
Gifts of long-term appreciated stock, mutual funds or bonds offer a quick, easy and tax-efficient way to make a lasting contribution to the Foundation.
Real Estate
A gift of real estate allows you to make a substantial gift to the Foundation while receiving financial rewards. We accept many types
of real estate including vacation houses, farms, commercial property, apartments and condominiums. You may reserve the right to use the
property if you wish. (For gifts of "preservation quality" buildings, please contact our preservation staff.)
Retirement Plan
Naming the Foundation as one of the beneficiaries or sole beneficiary of your retirement plan is a simple way to support the Foundation.
In addition, the proceeds would be tax free for HCF, whereas the income would be taxable to your heirs
Bank, Brokerage and Other Accounts
Naming the Foundation as the beneficiary of an account, such as a bank or brokerage account, or an asset, such as a certificate of deposit
(CD), means the asset will pass directly to the Foundation after your lifetime.
Life Insurance
When your family's needs change and you no longer feel you need a life insurance policy, designating the Foundation as beneficiary or sole
owner of your policy is a simple, tax-efficient way to give. After your lifetime, the benefits from your policy pass to the Foundation free of federal estate tax.
Personal Property
Donating gifts of tangible property such as jewelry, artwork, rare stamps or coins is another way to fund a gift while potentially reducing your taxable estate.
Information provided on our website is not intended to be tax or legal advice. Please consult a qualified financial adviser before making a gift.
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