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Planned Giving Series

Planned giving involves providing for a future gift to charity through your financial and estate plans. SCRC is proud to present our Planned Giving series, a collection of ten 1-2 minute videos exploring different types of planned giving and their impact. These videos are narrated by members of SCRC's Board of Directors: Daniel Guillen, COO of International Private Wealth Management, and Kimberly McGhee, an elder law attorney with Black & McGhee.

Planned Giving: Bequests

Bequests are considered the most popular type of planned giving and, by some, one of the easiest to establish. Narrated by Kimberly McGhee.

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Planned Giving: Charitable Lead Trust

A charitable lead trust is designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to other beneficiaries. Narrated by Kimberly McGhee.

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Planned Giving: Charitable Gift Annuity

A gift annuity agreement is a lifelong contract, not a trust, between a single nonprofit organization and an individual or couple. Narrated by Kimberly McGhee.

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Planned Giving: Gifts of Personal Property

Donations of valuable personal property can leave a significant positive impact on charitable organizations. Narrated by Kimberly McGhee.

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Planned Giving: Gift of Life Insurance

The gift of life insurance is low-cost for the individual and high-impact for the receiving charitable organization. Narrated by Daniel Guillen.

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Planned Giving: Charitable Remainder Trust

A charitable remainder trust is a “split-interest” giving vehicle that enables people to pursue philanthropic goals while still generating income. Charitable remainder annuity trusts and charitable remainder unitrusts are common. Narrated by Kim McGhee.

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Planned Giving: Gift of Retirement Assets

For many people, a retirement account like an IRA or 401(k) may be their most significant source of accumulated assets. These assets can be donated to charity in different ways. Narrated by Daniel Guillen. 

Planned Giving: Trusts

Trusts ensure that you remain in control of your assets throughout your lifetime and are a valuable tool for planned giving. Narrated by Kimberly McGhee.

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Planned Giving: Donating Appreciated Assets

When you donate appreciated assets, you can avoid capital gains, receive a deduction for your gift, and make an even bigger contribution to charity. Narrated by Daniel Guillen.

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Planned Giving: Retained Life Estate

You can donate your personal residence to a charitable organization while retaining the right to live on and use the property. Narrated by Kimberly McGhee.

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