Beneficiary Designations

Make a Gift in a Few Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:

It only takes three simple steps to make this type of gift. Here's how to name University of South Carolina or one of its affiliated foundations as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

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A Real-Life Example: Meet Edwin "Rudy" Jones

Edwin 'Rudy' Jones Thousands of Carolina students and alumni understand the theory of relativity thanks to physics professor Edwin "Rudy" Jones.

Although officially retired, Jones is teaching a course this fall, Physics in the Visual Arts.

"We don't have a lot of fancy equipment. It's all basic optics and things you can see with your eye, but I get a lot of 'oohs and aahs,' which is good," says Jones.

The fact that, after 50 years as a college professor, Jones still gets excited about science is also worthy of a few "oohs and aahs." Jones and his wife, Betty, are doing what they can to assure future students have the same twinkle in their eyes while speaking about scientific principles.

By designating the University of South Carolina Educational Foundation as beneficiary of a portion of their retirement assets, the couple has created the Dr. Edwin R. and Mrs. Elizabeth F. Jones Endowed Scholarship Fund. This fund was created to provide financial support to juniors and seniors at Carolina who are majoring in physics, chemistry or mathematics. Read More

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like University of South Carolina or one of its affiliated foundations to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact the Office of Gift Planning at 803-777-1601 or giftplan@mailbox.sc.edu to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: University of South Carolina
Address: Columbia, SC 29208
Federal tax ID number: 57-6001153

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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