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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.

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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. 

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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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