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Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
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Charitable Remainder Unitrusts Example A 55 year-old donor in the 35% tax bracket establishes a unitrust with $100,000 of appreciated stock, originally purchased for $10,000. Unitrust pays donor 5.0% of the trust assets re-valued annually for life. Trust earns a 8% average total return. Assume IRS discount rate of 3.2%.
PLEASE NOTE: This example is for illustrative purposes only and is not intended as legal or tax advice. Consult your legal and tax advisors prior to making any material decisions based on this data. For more information Email us, complete the personal illustration form, or call us at 864-294-3461 so that we can assist you through every step of the process.
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Earl and Jackie Herndon
Jackie and Earl are very aware that they wouldn't be where they are today without their college educations.
Jim and Barbara Fox Leach 
They have followed in the footsteps of Barbara’s parentsMolly Joyce Kirk 
“I wouldn’t be at Furman if not for scholarships. They have been a real blessing,”Jessica Leanne Taylor '07 
"Without this assistance I would have had to attend a different school," |