Tools and Resources
WAYS TO GIVE: PERSONALIZE YOUR LEGACY
A bequest through your will is the easiest way to make a substantial gift.
A gift of life insurance provides leverage for a large gift with a relatively small outlay of current dollars.
Revocable “Living” Trust
Like a will, a revocable trust gives you the ability to give a gift to the ETV Endowment and control your wealth during your lifetime with the additional advantage of avoiding probate.
Retained Life Estate
A retained life estate allows you to donate your home to the ETV Endowment while retaining the right to reside there for life.
LIFE INCOME GIFTS
A charitable gift annuity is a wonderful way to make a meaningful gift while enjoying income and tax benefits.
Charitable Remainder Trust
A powerful tool that can provide income for you or your heirs, a CRT can accept complex assets.
Charitable Lead Trust
A CLT can reduce estate taxes by making annual gifts from the trust to the ETV Endowment and then distributing the trust proceeds to children or heirs.
Stocks, Bonds, Securities
Securities make great gifts because you can increase your tax benefits.
You can make a gift from a retirement account to the ETV Endowment, which may reduce income and estate taxes.
If you died today, what would happen to your loved ones and your property? Who would assume responsibility for making sure everything was handled properly? How would anyone know your plans or where to find your legal and financial documents?
The Important Document Locator form can be helpful to you in organizing your documents and recording their location so that they can be easily located when necessary.
Please consult a trusted family member or professional financial advisor if you have questions about estate planning.
Click on the document picture to download the Important Document Locator form.
The planned gift information presented here is intended only to provide you with with an overview of giving options. As you take steps to create your personal legacy, we recommend that you consult your attorney or financial advisor.
For planned giving, please note that our legal name is the:
ETV Endowment of South Carolina, Inc.
Our Federal Tax ID # is: 57-0657549
You don't have to be wealthy to make a meaningful gift to the ETV Endowment.
PLEASE LET US KNOW YOUR PLANS
If you have already included the ETV Endowment in your estate plans, we hope you will tell us so that we can thank you for your generosity and invite you to join the Legacy Society.
We respect the wishes of our donors who prefer anonymity, but we urge you share your intentions with us on a confidential basis. If you are considering making a legacy gift to the ETV Endowment, please contact us at 1-877-253-2092.
If you have already included the ETV Endowment in your estate plans, you may download a simple statement of intent form to share your information with us.
ETV Endowment of South Carolina
401 E. Kennedy Street Suite B-1
Spartanburg, SC 29302
Toll Free: 1-877-253-2092