Gift Planning

Legacy and Estate Planning

USC Upstate welcomes the opportunity to work with you and your advisors to evaluate your charitable giving strategy. Please review the options below, to learn more about the many giving options available, each with certain tax benefits and income potential. Every situation is different, so it’s important to examine your charitable goals, lifetime income needs and family situation. Together we can begin the process, determine what works best for you, choose the concepts that will help you realize your objectives and put this valuable plan in place.

Ways to Give

Bequest

Charitable Gift Annuity

Stock

IRA Gifts

Retirement Assets

Charitable Remainder Trust

Real Estate

Life Insurance

Other Gifts