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Planned Giving

Thank you for your interest in the Medical University of South Carolina. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at MUSC who are benefiting from life income gifts, gift annuities and other plans. Planned gifts can be designated to fund your special interest or left unrestricted so that funding is provided for future needs. Thank you for taking the time to explore the benefits of gift planning.

It's vacation time, so now what? It has been said that people spend more time planning their vacation than they do planning their estate. Summer is the ideal time to make sure that your will and estate plans are in order.

A great time to sign a new or updated will is before that vacation.  We can provide you with a Will and Trust Planning Guide to help you protect your estate and family.  Please call me or e-mail jernigat@musc.edu with ?Wills Kit? as your subject.  I will promptly send you a helpful Wills Kit.  To help your will and estate plan to reflect your desires, you may also view the ?Wills Guide? video here on the website.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.


Featured Story:
A Gift Now, Income Later
Sumter residents Lynn and Connie Wallace recently chose to invest in the future of dental education in South Carolina by making a gift in the form of a charitable gift annuity to the James B. Edwards College of Dental Medicine building fund. More on A Gift Now, Income Later >>.



Benefits for Family and the Medical University of South Carolina
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, the local hospital shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a naming opportunity gift of $50,000 was needed to fund the program. More on Generous IRA Gift >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.


Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.


Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Toni Jernigan
Director of Planned Giving
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jernigat@musc.edu.

If you are a professional advisor, you may take the following steps on this site.







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