UPCOMING EVENTS:
The Sophia Institute Logo
sjrec, Social Justice Racial Equity Collaboratice, The Sophia Institute Calendar of Events
sjrec, Social Justice Racial Equity Collaboratice, The Sophia Institute Calendar of Events

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