Planned Giving
Please consider a lasting gift by remembering the SUDC Foundation in your estate plans.
Thoughtful gift planning can help meet your overall financial goals while leaving an enduring legacy that supports the program areas that are most meaningful to you and guarantees the families affected by SUDC continue to receive services at no charge.
Ways to Give
Marketable Securities.
The SUDC Foundation can be the beneficiary of publicly traded common or preferred stocks, mutual funds, exchange traded funds, corporate or municipal bonds.
Bequests and Living Trusts.
Donors are encouraged to make bequests to the SUDC Foundation in their wills, and to name the SUDC Foundation as a beneficiary under Living Trusts.
IRA and Retirement plans.
Donors may name the SUDC Foundation as the beneficiary or partial beneficiary of the retirement plan assets. In addition, In addition, Qualified Charitable Distributions (QCD) allow individuals over 70½ years old to donate up to $100,000 in IRA assets directly to a charity annually, without taking the distribution into taxable income.
Charitable Remainder Trusts.
The SUDC Foundation can accept designation as a remainder beneficiary of Charitable Remainder Trusts.
Charitable Lead Trusts.
The SUDC Foundation can accept designation as an income beneficiary of Charitable Lead Trusts.
Life Insurance.
The SUDC Foundation can accept gifts of life insurance where the SUDC Foundation is named the beneficiary.
Donor Advised Funds.
The SUDC Foundation will accept grants from a Donor Advised Fund when such gifts are designated by the owner of the fund.
Have you already remembered the SUDC Foundation in your estate plans?
Please let us recognize your generosity as a member of the SUDC Foundation Legacy Circle. For more information please contact our Director of Development, Elizabeth Milliken.