Thoughtful gift planning can help meet your overall financial goals while leaving an enduring legacy that the supports the program areas which are most meaningful to you and guarantee the families affected by SUDC continue to receive services free of charge.
The SUDC Foundation can be the beneficiary of publicly traded common or preferred stocks, mutual funds, exchange traded funds, corporate or municipal bonds.
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.
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.
The SUDC Foundation can accept designation as a remainder beneficiary of Charitable Remainder Trusts.
The SUDC Foundation can accept designation as an income beneficiary of Charitable Lead Trusts.
The SUDC Foundation can accept gifts of life insurance where the SUDC Foundation is named the beneficiary.
The SUDC Foundation will accept grants from a Donor Advised Fund when such gifts are designated by the owner of the fund.
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.