Types of Assets We Accept
SCCF accepts a wide variety of assets with which to make your gift. Check with your professional advisors to determine which method will maximize your gift to the Foundation, and receive tax benefits.

• Bequests
• Insurance
• Securities (Publicly Traded & Closely Held)
• Real Estate (Including Life Interests in Farm/Home/Vacation Properties)
• Gift Annuities*
• Charitable Remainder Trusts
• Collectibles, Antiques, Artwork

* some restrictions apply

Helping Your Clients With Planned Gifts
Charitable Giving information is just a click away for Steuben County professional financial advisors. Planned Giving Online (PAL's) is a convenient and free resource available through the Indiana Grantmakers Alliance.

This password-protected site provides essential technical information and presentation graphics for professional advisors in the field of planned giving. PAL's covers several major areas including:

• Charitable bequests
• Charitable gift annuities
• Charitable remainder trusts
• Gift & Estate tax planning concepts (gift tax, estate tax, trusts, etc…)
• Charitable tax rules, and more.

Each topic explains:

• What the concept is
• How it works
• What the tax consequences are
• Key advantages and disadvantages
• Planning ideas and considerations.

This easy-to-use site also provides suggestions on how to add philanthropy to financial planning conversations. It provides up-to-date information about vocabulary and rules related to charitable gifts.

Professional advisors may download a PALs Username Request Form. Or, you may call the Foundation office at 260.665.6656. If you have questions about this feature, contact Oren Skinner, Development Officer.