Planned Gifts

There are many charitable planned giving options available to you. For example, you can make a planned gift to the affiliate by naming Komen South Carolina as a beneficiary of your last will and testament, life insurance policy or retirement plan.

You can also name Komen South Carolina as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

Below please find examples of specific language that you may use to name Komen South Carolina as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial advisor has any questions, please do not hesitate to contact us by calling Komen South Carolina at 843-556-8011 or by email at taffy@komensc.wpengine.com.

A. GIFTS UNDER A WILL
The following language is an example of wording that may be used to name Komen South Carolina as a beneficiary of your last will and testament. You may either make a general or restricted gift to Komen South Carolina for education, screening, or treatment support. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate. If you wish to make a restricted gift to Komen South Carolina please contact us at the phone number or email address above prior to finalizing your gift.

a. GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Susan G. Komen South Carolina®, of Charleston, SC to be used for general purposes. In the event that Komen South Carolina is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for general purposes in the former service area of Susan G. Komen South Carolina.

b. GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Susan G. Komen South Carolina®, of Charleston, SC to be used for general purposes. In the event Komen South Carolina  is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for general purposes in the former service area of Susan G. Komen South Carolina.

c. RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Susan G. Komen South Carolina®, of Charleston, SC to be used for [insert donor restriction]. In the event Komen South Carolina is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of Susan G. Komen South Carolina.

d. RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Susan G. Komen South Carolina®, of Charleston, SC to be used for [insert donor restriction]. In the event Komen South Carolina is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of Susan G. Komen South Carolina.

B. GIFTS FROM A TRUST
The following language is an example of wording that may be used in the event Komen South Carolina is named as a contingent beneficiary of a trust estate. Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.

[Insert contingency], the Trustee shall distribute ________________ Dollars ($__________________) to Susan G. Komen South Carolina®, of Charleston, SC free and clear of trust, to be used for general purposes. In the event Komen South Carolina is not in existence at the time of this distribution, the Trustee shall distribute _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, free and clear of trust, to be used for general purposes in the former service area of Susan G. Komen South Carolina.

C. CONTRACTUAL GIFTS
Komen South Carolina may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)). In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:

Susan G. Komen South Carolina®, of Charleston, SC. In the event that Susan G. Komen South Carolina is not in existence, then to the national headquarters of Susan G. Komen®, of Dallas, Texas, for the benefit of the former service area of the Susan G. Komen South Carolina.

D. GENERAL INFORMATION
Below please find some general information that may be beneficial to you in finalizing your estate plan.

Legal Name: [Susan G. Komen Breast Cancer Foundation, Lowcountry Affiliate] d/b/a [Susan G. Komen Lowcountry] Incorporation Details:
• 501(c)(3) organization, classified as a public charity, exempt from federal income tax
• South Carolina non-profit corporation

Mailing Address: Susan G. Komen South Carolina®, 50 Folly Road Blvd.,Charleston, SC 29407