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
- 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 email@example.com to schedule a personal meeting about making a planned gift.