Charitable Instruments

A Variety of giving methods tailored to your unique situation.

Bequest by Will – A legacy of giving.

Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this gift through SCF, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

Charitable Gift Annuity – Income for today, a gift for tomorrow.

Giving through a Charitable Gift Annuity allows you to arrange a generous gift to your community, while providing yourself a new income source you can count on for the rest of your life.

Charitable Remainder Trust – Planning for the future – for you and your community.

Giving through a Charitable Remainder Trust allows you to receive income for the rest of your life, knowing that whatever remains will benefit your community.

Charitable Lead Trust – Giving back to community and your loved ones.

A Charitable Lead Trust helps you build a charitable fund with SCF during the trust’s term. When the trust terminates, the remaining assets are transferred to you and your heirs, often with significant transfer-tax savings.

For more information and ideas on ways to integrate your financial planning with charitable giving, ask your financial advisor or contact SCF via email at ryan@scottcf.org or call 872-3790.

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