Planned Giving
The many advantages to making a gift
There are many ways to make a such a gift, and the right gift for you will depend upon your goal-whether you want to reduce the estate taxes on assets
you want to pass to your heirs, supplement your personal income, or avoid the capital gains tax on a real estate sale.
Your Gift
Appreciated stock, securities, or other assets
How to Make That Gift
Donate stock, securities, or other personal property
Your Benefits
Income tax deduction and avoidance of capital gains tax
|
Your Gift
Real estate gift
How to Make That Gift
Donate your home or another piece of real estate to Drayton Hall or sell it to us at a bargain price
Your Benefits
Income tax reduction and reduction or elimination of capital gains tax
|
Your Gift
Charitable Remainder Annuity Trust
How to Make That Gift
Create a trust that pays you a set income annually
Your Benefits
Immediate income tax deduction and fixed income for life
|
Your Gift
Charitable Remainder Unitrust
How to Make That Gift
Create a trust that pays you a percentage of the trust's assets, valued annually
Your Benefits
Immediate income tax deduction, hedge against inflation, and income for life that has the potential to increase
|
Your Gift
Charitable Gift Annuity
How to Make That Gift
Enter into a contract with Drayton Hall and we'll make fixed payments to you annually
Your Benefits
Current and future income tax deductions, plus set income that is partially tax-free
|
| Your Goal |
Give a gift after your lifetime |
Learn More |
Your Gift
Bequest
How to Make That Gift
Name Drayton Hall in your will
Your Benefits
Donation is fully exempt from federal estate taxes
|
| Your Goal |
Give your home or farm but retain use of it for your lifetime |
Learn More |
Your Gift
Retained life estate
How to Make That Gift
Donate your home to us but retain life-use
Your Benefits
Charitable income tax deduction and life-use of your home
|
| Your Goal |
Make a large gift outside the probate process |
Learn More |
Your Gift
Life insurance gift
How to Make That Gift
Name Drayton Hall as owner and beneficiary or just as beneficiary
Your Benefits
If Drayton Hall becomes owner and beneficiary, current and possible future income tax deductions; if Drayton Hall is beneficiary, possible estate tax deduction
|
| Your Goal |
Avoid the two-fold taxation on retirement assets |
Learn More |
Your Gift
Retirement plan gift
How to Make That Gift
Name Drayton Hall as beneficiary of the remaining assets after your lifetime
Your Benefits
You'll be able to leave less heavily taxed assets to those you love
|
| Your Goal |
Reduce gift and estate taxes on assets you pass on |
Learn More |
Your Gift
Charitable Lead Trust
How to Make That Gift
Create a trust that pays Drayton Hall income for a set number of years before the principal passes to your heirs
Your Benefits
Reduced size of taxable estate; property stays in your family, often with reduced gift taxes
|
If you would like to learn more about making a planned gift to Drayton Hall, call Jessica Kelley Garrett, Director of Development, at 843-769-2601 or drop her an email at
jessica_garrett@draytonhall.org, or write to her at
Drayton Hall
3380 Ashley River Road
Charleston, SC 29414
The information is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.
