Smart ways to make a big difference.
We are thrilled you are considering a gift to Southern Eye Institute. There are many ways to make your donation and we can assist you in capturing tax benefits, implement estate planning strategies, etc. Here are a few ideas to get you started.
Cash or Stock
You can write a check, wire fed funds or donate highly appreciated securities.
Retirement plan assets
You can use some or all of your Requited Minimum Distribution and reduce taxable income. Consider designating SEI as one of your beneficiaries on your retirement plan assets, IRA, 401(k), 403(b) or any other qualified plan.
Do you have a paid up whole life insurance policy that you no longer need? Does your employer provide you with life insurance that you haven’t included in your estate plans? Consider naming SEI as the policy’s beneficiary.
Charitable Gift Annuities
A charitable gift annuity (CGA) is a contract between you and SEI. You make a gift of at least $5,000 and we send you a payment each month, quarter or year (your choice) for an amount depending on your age.
Charitable Remainder Trusts
You can establish a charitable remainder trust to pay a variable amount (a charitable remainder unitrust) or one that pays you a fixed amount (a charitable remainder annuity trust). At the time of your death, the trust’s “remainder” goes to SEI.
Giving through your will is a popular way to make an estate gift and one of the most significant ways donors can benefit SEI through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate, or personal property.