Welcome to our Planned Giving Resource Center, simply designed to provide information relative to planning your charitable giving for the present and future.

• Quick Overview of Planned Giving - from the Charities Review Council

Common types of planned giving

Charitable Gift Annuity - provides donors with a lifetime income.  The donor contributes funds or assets to SCPS, and SCPS in turn makes fixed annuity payments to the donor for the rest of the donor's life.  The donor receives an immediate income tax deduction for a portion of the gift, and a portion of each annuity payment is treated as a tax-free return of the investment. The portion of the gift not used for payments benefits SCPS.

Charitable Remainder Trusts - allows donors and/or other designated beneficiaries to receive income from a trust for the donor's lifetime(s), or a period no longer than twenty years. At the end of the set time, the balance of the trust is transferred to SCPS.  The two most common types are annuity trusts and unitrusts, which differ in how the income a donor receives from the trust is calculated and distributed.

Charitable Lead Trusts - allows a donor to designate SCPS to receive a regular, fixed amount from a trust for a specified time period or the lifetime of a designated person. At the end of that time, the remainder of the trust passes to the donor's designated heirs or beneficiaries.

Charitable Bequests - a means of giving or leaving something to SCPS from a donor's estate through the donor's will.  Donors can set aside a specific dollar amount, give a percentage of their estate, leave assets (such as a car, home, art or jewelry), or leave a life insurance policy or other financial investments (stocks, bonds or CDs).

Beneficiary Designation - making SCPS the beneficiary of a donor's life insurance policy or retirement asset(s).

Resources from the Planned Giving Design Center

• Avoiding Problems in Charitable Gift Planning
• Charitable Gift Annuity
• Charitable Gift Annuity Reinsurance: The Top Ten Frequently Asked Questions
• Charitable Gifts of Life Insurance
• Planned Giving Calculator
• Practical Charitable Planning for Employee Stock Options
• Surprising News About Stocks and Other Non-Cash Gifts
• Tax Considerations in Charitable Auctions

Other Resources

• LegalDocs - prepare a will online
• LegalZoom - prepare a will online

Savannah area professionals

Danny Falligant, Lawyer
Inglesby Falligant Horne Courington & Chisholm, P.C.
P.O. Box 1368
Savannah GA  31402-1368
Phone: (912) 232-7000
Fax: (912) 232-7300
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Ronny Gracen, Financial Services Representative
MetLife
613 Stephenson Avenue, Suite 108
Savannah, GA  31405
Phone:  (912) 353-7516 x 13
Fax:  (912) 691-0149
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For more information, please contact your tax advisor, or our Office of Institutional Advancement at (912) 234-1653 x 102 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .