Will and Estate Planning

shadetreeThank you for your interest in a planned gift or bequest to Epworth Children’s Home. Planned gifts from years past have enabled Epworth to secure a place for children to call home for more than 114 years. As we look to the future, planned giving will play a key role in Epworth’s ability to provide quality, consistent care for each child who calls this beautiful place home.

 Society of 1896

All persons leaving a planned gift or bequest that exceeds $25,000 will be included in the Society of 1896 when Epworth is notified of your planned gift or bequest.. All Society members are recognized as members on a plaque that hangs in the Administration Office at Epworth Children’s Home. Gifts are also listed in our Newsletter upon receipt of the gift.

Common Planned Gift Vehicles

Estate planned gifts can be made in a variety of forms. The following includes some of the more popular forms with brief descriptions:

Bequest– A bequest is a gift made by including Epworth Children’s Home as a devisee in one’s will. The gift can be a particular amount of money; all, or a percentage of the estate; or a gift of a specific asset such as a piece of real estate or a financial security.

Life Insurance– A gift of life insurance can be made by naming Epworth Children’s Home as the owner and beneficiary of an existing, in force, life insurance policy or by purchasing a new policy with Epworth named as the owner and beneficiary.

Charitable Gift Annuity– A Charitable Gift Annuity can be established with cash or appreciated securities which can provide income to the annuitant. After the lifetime of the annuitant(s), the charitable remainder interest in the gift would become available to Epworth Children’s Home.

Charitable Remainder Annuity Trust– A charitable remainder annuity trust is an irrevocable trust that provides fixed payments to one or more beneficiaries for their lifetimes or a period of years. When the trust terminates, the remaining value becomes available to Epworth Children’s Home.

Charitable Remainder Unitrust– A charitable remainder unitrust is an irrevocable trust that provides variable payments to one or more beneficiaries for their lifetimes or a period of years. The payments vary based on the annual fair market value of the trust. When the trust terminates, the remaining value becomes available to Epworth Children’s Home.
Direct Gifts of Real Estate and Individual Retirement Accounts or other Qualified Retirement Plans may also be used as a part of planned giving.

For a printable brochure click here.

For more information, please contact Andrew Boozer, VP for Development at 803-256-7394 or aboozer@epworthsc.org.