Gift Planning

Planned Giving

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Donor Stories

  • ALUMNA ESTABLISHES RESIDENT ASSISTANT SCHOLARSHIP THROUGH SIMPLE BENEFICIARY DESIGNATION
    ALUMNA ESTABLISHES RESIDENT ASSISTANT SCHOLARSHIP THROUGH SIMPLE BENEFICIARY DESIGNATION
    Melantha Ardrey wears many hats as the director of residence life...
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  • ALUMNA AND FOUNDATION BOARD MEMBER SUPPORTS 250<sup>TH</sup> AND BEYOND FUND
    ALUMNA AND FOUNDATION BOARD MEMBER SUPPORTS 250TH AND BEYOND FUND
    Tina Cundari is a lawyer in Columbia. She has spent the majority of her career in private practice and most recently served as Chief of the Civil Division at the U.S. Attorney's Office.
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  • Alumnus Supports Barber Shop Program Through Legacy Gift
    Alumnus Supports Barber Shop Program Through Legacy Gift
    Nicholas Glover '05 didn't know what to expect when he arrived at the College. Looking back, he credits the Spectra program for...
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  • EXTENDING THE WATT FAMILY ENDOWMENT THROUGH A LEGACY GIFT
    EXTENDING THE WATT FAMILY ENDOWMENT THROUGH A LEGACY GIFT
    Laura Ricciardelli and her husband David Watt fell in love with the College when their daughter Hanna Watt '11 was a student...
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  • Alumna's Legacy to 'Keep Going' With New Scholarship
    Alumna's Legacy to 'Keep Going' With New Scholarship
    A love of teaching brought Lt. Colonel Hubert "Herb" Rentz, Jr. and College of Charleston alumna Elizabeth "Beth" Reid '80 together, and today, that shared love is their legacy...
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  • School Spirit Runs Deep
    School Spirit Runs Deep
    Tom and Barbara Hallberg remember their first basketball game in 2002. "The whole place would shake," says Tom, "you could just feel the camaraderie." That camaraderie has only...
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  • Boyce Scholarship Proves a Lasting Legacy
    Boyce Scholarship Proves a Lasting Legacy
    "I am very thankful to the donor who made my Boyce Scholarship possible. Not only has it helped me complete my undergraduate education, but it also has paved the way for my continued education"...
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  • Burbage Family Plants the Seed for a Brighter Tomorrow
    Burbage Family Plants the Seed for a Brighter Tomorrow
    Lisa Burbage '81 and John Burbage are cultivating their legacy at the College of Charleston. Their planned gift will plant the seed for a brighter tomorrow for students in need.
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  • Alumna's Estate Gift Comes Full Circle
    Alumna's Estate Gift Comes Full Circle
    Chanele Jackson '87 did not think she would be able to finish her degree. The single mother of three was facing very challenging personal circumstances. But everything changed when...
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  • Scholarship Honors the Memory of Two Sons
    Scholarship Honors the Memory of Two Sons
    That well-burnished sentiment made famous by Thomas Wolfe that you can't go home again would likely have resonated richly with the lateLucian and Milward "Milly" B. Pinckney '51...
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  • William E. Tate, M.D. Establishes $1.14M Endowed Fund for College of Charleston Intl. Piano
    William E. Tate, M.D. Establishes $1.14M Endowed Fund for College of Charleston Intl. Piano
    Dr. William "Billy" Tate recently established The William Tate, M.D. International Piano Series Endowed Fund in support...
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  • Pryor Family Legacy Lives on Through Their Bequest
    Pryor Family Legacy Lives on Through Their Bequest
    Ann Looper Pryor graduated from the College of Charleston in 1983 with a B.A. in political science.
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  • Daughtridge Family Supports Faculty and Student-Athletes
    Daughtridge Family Supports Faculty and Student-Athletes
    For Belk and Ann Bacot Daughtridge, there is no place quite like their beloved home of Charleston.
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  • Cochran Family Honors Professor Through Bequest
    Cochran Family Honors Professor Through Bequest
    There are certain transformative events in life that have the power to set the course for years to come. For J. Brandon Cochran '04, one such moment took place in a classroom at the College of Charleston.
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  • Planned Gift Enhances Arts Management Student Support
    Planned Gift Enhances Arts Management Student Support
    For College of Charleston adjunct faculty member and arts administrator Judith Allen, it's all about the students.
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  • Bequest Provides Scholarships To Future Teachers
    Bequest Provides Scholarships To Future Teachers
    When Arthur Liberman '91 pursued a Master's degree at the College of Charleston, he learned a great deal more than his required coursework.
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Gift Examples

  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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  • Endowment Gift
    Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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  • Flexible Deferred Gift Annuity
    Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
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  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of College of Charleston Foundation and makes regular gifts to support our work.
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  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event College of Charleston Foundation held for our donors. They wanted to leave a legacy gift...
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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  • Deferred Gift Annuity
    Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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  • What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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  • Gift Annuity for Real Estate
    Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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  • Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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