Carolina Guardian Society

To qualify for membership in the Carolina Guardian Society, donors must make a commitment, confirmed in writing and subject to certain restrictions, that includes one of the following:

  • A bequest in a will or revocable trust
  • A life income gift that names the University of South Carolina or one of its affiliated foundations as a remainder beneficiary, such as a charitable remainder trust or a charitable gift annuity
  • A charitable lead trust that provides income to the University of South Carolina or one of its affiliated foundations for your lifetime or a term of years
  • A gift or assignment of qualified retirement plan assets, such as an IRA, 401(k), or 403(b)
    Other options that allow donors to plan their gifts while meeting their personal goals

To join the Carolina Guardian Society, please contact us.

Free Estate Planning Tool

Join fellow South Carolina or one of its affiliated foundations supporters on Giving Docs, a safe, secure and free-for-life suite of estate plan essentials. If you choose to include South Carolina or one of its affiliated foundations in your estate plans, you'll be eligible for legacy society benefits!

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