Planned Giving

A bequest is a gift that does not cost you during your lifetime but does have a lasting impact.

How it Works

• Include a bequest to Hospice of the Upstate in your will or trust
• Indicate a specific amount, or a percentage or the balance remaining in your estate or trust

Benefits

• Your assets remain in your control during your lifetime
• You can modify your bequest to address changing circumstances
• You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended)
• Under current tax lax there is no upper limit on the estate tax deduction for your charitable bequests

Your retirement plan can be an asset that is subject to double taxation. Why not leave more to your family, while helping Hospice of the Upstate at the same time?

How it Works

• Name Hospice of the Upstate as a beneficiary of your IRA, 401(k), or other qualified plan
• Designate us to receive all or a portion of the balance of your plan through your plan administrator
• The balance in your plan passes to Hospice of the Upstate after your death

Benefits

• Continue to take regular lifetime withdrawals
• You can revoke us as a beneficiary if your family’s needs change during your lifetime