Gift Planning

Gift Planning

“The generous will be blessed.” — from Proverbs 22:9

Making a gift to SMC is primarily an act of the heart, satisfying our desire to make a difference in the world.

There are a variety of Planned Gift options to consider as you explore ways to manage the resources that make up your financial and estate plans. Each person’s circumstances are unique. Consult your financial, tax or legal advisor for the best way that any of these options may apply to your particular situation.

We will gladly work with you and your representative(s) to develop an estate plan that meets both your heart’s desire and your mind’s design.

Questions About Gift Planning?

Leah Caldwell

Leah Caldwell
Director of Alumni Relations 
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Planned Gift Options

Charitable Gift Annuities

A way to take care of your financial future…as you give to others.

  • A new source of lifetime income, some of it tax-free
  • Guaranteed security and high return
  • A charitable income tax deduction that you can take this year
  • A partial savings on capital gains tax if you give appreciated stock or other assets
  • Reduced estate taxes and probate costs
  • A larger charitable gift than you may have thought you could afford.

Our Charitable Gift Annuities give you a way to provide for your own- and your family’s – financial future with a dependable, guaranteed lifetime income. Charitable Gift Annuities typically enjoy a higher rate of return than most conservative investments. And a Charitable Gift Annuity is never subject to market fluctuations. You’ll know exactly what you will receive. Plus, part of your income can be tax-free!

Gift Annuities offer you significant benefits.  Here’s how our Gift Annuity Program works:

In exchange for your gift of cash, appreciated stock or other assets, we’ll give you an annuity contract which guarantees you a fixed income for the rest of your life or the lives of both you and your spouse (or another beneficiary you designate).