Whether you're updating your estate plan or exploring charitable giving for the first time, thoughtful planning can help you support the causes you care about while maintaining flexibility for yourself and your loved ones.

Why include MUSC in your estate plans?

By including the MUSC Foundation in your estate plans, you're investing in South Carolina's only comprehensive academic health system. Your support helps advance education, research, and patient care, improving health for generations to come.

Planning in today’s environment

Economic conditions and tax laws may change, but many donors continue to support the causes they care about while making thoughtful financial decisions.

Common strategies include:

  • Donating appreciated assets to reduce capital gains tax.
  • Making multi-year commitments for sustained impact.
  • Timing gifts to align with broader financial planning. 

At the same time, more donors are also planning gifts to balance flexibility today with meaningful impact tomorrow.

Why planned giving matters

A planned gift offers clarity, flexibility, and long-term perspective. It allows you to support the causes you care about while maintaining financial security during your lifetime.

A few approaches to consider:

  • Bequests: A simple way to make a future gift through your will or trust, while retaining full access to your assets today.
  • Beneficiary designations: Name the MUSC Foundation as a beneficiary of a retirement account or donor-advised fund, often one of the most tax-efficient ways to give.
  • Charitable gift annuities: Provide fixed income for life while offering an immediate charitable deduction.
  • Charitable remainder trusts: Turn appreciated assets into income while deferring capital gains and supporting long-term impact. 

Your legacy, your choice

A planned gift is one way to create a lasting impact while reflecting the values that matter most to you. Whether you're supporting patient care, education or research, your generosity can help improve lives for years to come. We invite you to contact the MUSC Foundation to explore the planned giving options that best fit your goals.