Below, you will find resources we've made available for you to use in helping donors craft their charitable giving plans. Please contact John Dargan, president & CEO, at (864) 582-0138 for more information.

"Tools for Giving Handbooks"

Types of Funds (Downloadable PDFs):

Designated Fund
Donor Advised Fund

Field of Interest Fund
Scholarship Fund
Supporting Organization


Ways to Give (Downloadable PDFs):

Bequest by Will

Charitable Gift Annuity

Charitable IRA

Charitable Lead Trust

Charitable Remainder Trust
Gift of Life Insurance

Gift of Real Estate

Gift of Stock

Roth IRA Conversion

Sample Fund Agreements (Downloadable PDFs):

Designated Fund Agreement Template
Donor Advised Fund Agreement Template
Field of Interest Fund Agreement Template

Scholarship Fund Agreement Template
Supporting Organization Agreement Template

Sample Stock Transfer Authorization Agreement (Downloadable PDFs):

Sample Stock Transfer Authorization Letter

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