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Sample Documents

Making it happen

In thinking about creating a planned gift, there are four (4) sample documents that you should be aware of:

Sample language

To make a gift to the College of Charleston Foundation in a will, trust, retirement plan or other legal document:

I give to the College of Charleston Foundation (the sum of $_______) (____percent of my estate) for the benefit of the College of Charleston. This gift shall be handled according to instructions  that may be on record with the College of Charleston Foundation. If there are no instructions on file, then the gift shall be used for___________________________________.

Gift Agreement

To describe how the gift should be used. This is intended as a written memorandum between the donor, the Foundation and the College to specify all understandings.  It can be changed at any time.
Download gift agreement (pdf) »

Cistern Society form

The Cistern Society recognizes everyone who has included the College of Charleston in their estate plans, regardless of amount.
Cistern Society form (doc) »

IRS determination letter and tax ID number

For the College of Charleston Foundation (available upon request; contact Paula Ruth, Gift Planning Administrator, at ruthp@cofc.edu or (843)953-5766).

 
Tax Advice

The College of Charleston Foundation does not offer tax or legal advice. However, we will work with your personal tax advisors to determine your best charitable options.

Cistern Society

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Leaving a legacy

Members of the Cistern Society, our Planned Giving society, are celebrated each year at our annual luncheon.
More about the
Cistern Society »

More about Planned Giving »

Want to get in touch?

David Masich

Director of Gift Planning

Email: masichd@cofc.edu
Phone:  (843) 953-1835

66 George Street
Charleston, SC 29455