If your client is interested in making a gift during the current tax year, one of our charitable gift planners can help you and your client plan and establish a standard fund agreement. This agreement establishes the best type of fund for the causes your client wishes to support. It may be advantageous to employ charitable giving techniques which involve both a current tax year donation and a deferred giving component.
Donors who make a gift to a charity can take an estate tax deduction of 100 percent of the gift's value. Your client’s gift can be made through a gift of cash, securities, or other “in kind” assets. The SCCF works with donors who wish to make a one-time, lump sum donation, as well as individuals or entities who wish to make annual donations to charity, but would like to do so either anonymously or through a fund with established charitable goals and guidelines.