AN EYE FOR THE FUTURE: Supporting SCO through Gift Planning

Some gifts provide immense satisfaction because they are favorable to both the giver and the recipient. Such is the case with charitable gifts, as they benefit individuals as well as Southern College of Optometry. These gifts are usually the result of careful financial and estate planning as well as a desire to continue supporting SCO after your lifetime.

The first step is to take some time to consider how you want to provide for your loved ones and your charitable interests. It can be helpful to make a list of the individuals you want to support, the property you own along with the details of ownership, the wishes to connect your loved ones and others you care about with those assets and the professionals who can help you accomplish your plans.

While sorting through the many ways (e.g., appreciated property gifts, beneficiary designations for life insurance policies and retirement plan accounts, and trusts) to achieve your philanthropic endeavors, keep in mind that the simplest way is through a gift in your will, also known as a bequest. You can leave what’s left over (the residue) after all other bequests have been satisfied, a percentage of your estate or a specific dollar amount or property. Your attorney can assist you in writing a new will or adding a codicil to an existing one.

If you would like to include SCO in your plans, we can provide the information your attorney will need. Please contact George Miller at (901) 722-3217 for more information.

DONORS ARE ALSO RECOGNIZED ONLINE AT SCO.EDU/2022DONORS