Planned Giving

A bequest is a gift that does not cost you during your lifetime, but does had 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

• Avoid the double taxation your retirement savings would face if you designate them to your heirs
• Continue to take regular lifetime withdrawals
• You can revoke us as a beneficiary if your family’s needs change during your lifetime

Your investments have been growing. Here’s how to take advantage of it without incurring capital gains tax.

How it Works

• You transfer appreciated stocks, bonds, or mutual fund shares you have owned for one year or more to Hospice of the Upstate
• Hospice of the Upstate sells your securities and uses the proceeds for its programs

Benefits

• You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them
• You pay no capital gains tax on the transfer

Securities Transfers

Our Broker

Wells Fargo Advisors, LLC
Jesse Tate, Financial Advisor

Brokerage Office Telephone

(864) 241-2767

Brokerage Office Fax Number

(864) 370-2936

DTC Number

0141

Account Number

34529581

Taxpayer ID Number

57-0859126

Please telephone our office if your client is transferring shares to Hospice of the Upstate. We need to know the name and numbers of shares being transferred.

You don’t need a large estate to make a significant gift to us.

How it Works

• You transfer ownership of a paid-up life insurance policy to Hospice of the Upstate and we can cash in the policy now or hold the policy

Benefits

• Make a gift using an asset that you and your family no longer need
• Receive an income tax deduction
• In some cases, you can use the cash value in your policy to fund a life-income gift, such as a deferred gift annuity

There are many giving plans that are available that make payments to you in return for your contribution. If you would like to learn more about those options or any of the options listed above please contact Carol Kreson, Vice President of Development at 864-328-1951. If you have already designated Hospice of the Upstate in your will please contact us, as we would like to personally thank your for your generosity.