October 2020
November 2020
No event found!

Receive updated information on new programs and reminders of upcoming events.
[caldera_form id="CF59d79eb29b134"]

Planned Giving

Creating a more just, sustainable and conscious world for all people is at the core of the work of The Sophia Institute.  Your contributions make a significant difference in our ability to be a vital center of learning where wisdom, social activism and compassion converge.  You can be a part of The Sophia Institute’s legacy by designating a planned gift that will impact our work for generations to come.

Below are some of the ways you can create a planned gift:

  • Will or Trust Bequests
  • Stock and Appreciated Securities
  • Life Insurance
  • Stock
  • Tangible Personal Property
  • Real Estate
  • Retirement Plans
  • Donor Advised Plans
  • Charitable Gift Annuities
  • Charitable Remainder Annuity Trusts
  • Charitable Remainder Unitrusts
  • Pooled Income Funds
  • Charitable Lead Trusts
  • Retained Life Estates

The simplest form of planned giving is a bequest in a will.  This is a deferred gift you make by naming The Sophia Institute in your Will; you receive an estate tax deduction for the value of your bequest and this allows you to make a gift later without making a donation now.

Making a bequest is as simple as speaking with your attorney to help you include a bequest to The Sophia Institute in your estate plan.  A bequest may be a defined amount or a defined percentage of your estate.

Please contact us at 843-720-8528 or at info@thesophiainstitute.org to schedule a personal meeting about making a planned gift.


"The most meaningful gift we can give our children, loved ones, friends and neighbors is the commitment to work together to help build a better world.

- Kathy Calvin, CEO of the UN Foundation




3 Broad Street, Ste 400 (Offices only)
Charleston, SC 29401