Gift Planning

Gift planning provides a variety of options for you to support the academic programs, students and faculty of Converse. Also, every individual who provides for Converse through a planned gift is recognized as a member of the Miss Gee Society.

Through a planned gift, you can benefit from income- and/or estate-tax deductions. In some instances, the gift may provide a stream of income for you.

Gift by Will or Revocable Living Trust

Through a gift by will, commonly known as a bequest, you may transfer to Converse upon your death cash, securities, real estate or personal property. Simply stated, the provision in your will may read: "I give and bequeath to Coverse College___% of my total estate (or $___ or other property)."

Such a provision creates an unrestricted bequest. Unresticted bequests assure that your gift will be used where it is most needed at the time it is received. You may designate use of your gift for a specific program or purpose that advances the mission of Converse.

In the same manner as the gift by will, you can provide for eventual gifts of real estate, cash or other property through a revocable living trust. The assets directed would be transferred to Converse upon termination of the trust.

Other Gift Planning Vehicles

Charitable Remainder Trusts

• Annuity
• Unitrust

Charitable Gift Annuity

Gifts from Retirement Plans

Charitable Lead Trust

For details on any of these options, including tax deductions and income calculations, please contact the Office of Development at 864.596.9018