Since 1834, SCI has provided pastoral care, advocacy and training to mariners near and far. Over the generations, donor prayers and financial support have enabled this mission. Philanthropic families—names like Roosevelt, Astor, Morgan, Vanderbilt and Carnegie—have combined with generous donors like you to make planned gifts and bequests that support SCI’s mission and sustain its future. With your legacy support to sustain our work, we can serve mariners for hundreds of years to come.
Planned gifts take many forms in thoughtful conversation with SCI, your family and financial advisors. The most common include:
- A specific, residual, contingent or general estate bequest designated in your Last Will & Testament
- Beneficiary designation for part or all of a life insurance policy
- Residual beneficiary designation for retirement plans like an IRA or 401(k)
- Donor Advised Fund residual designation at death
Planned giving enables donors like you to navigate our nation’s generous income and estate tax incentives for philanthropic giving, potentially allowing greater support than otherwise possible. Planned gifts can be transferred to SCI during your life, after your death, or both. Careful tax and estate planning can lead donors to specialized planned giving vehicles like …
- SCI’s long-term investment fund
- Charitable gift annuities
- Charitable remainder trusts
- Charitable lead trusts
- Pooled income funds
- Real estate gifts
Once you have included SCI in your estate plan—using any of the vehicles mentioned above—please inform us in writing so we can invite you to join SCI’s Roper Legacy Society, named after SCI’s celebrated House Mother Janet Lord Roper. Write via letter or email, or complete the Future Gift Notification Form on this website. We want to thank you for your generosity, inspire others to do the same and keep you posted on our mission on behalf of mariners near and far.
Thank you for considering a legacy gift that supports SCI’s service to mariners for generations to come.
Email firstname.lastname@example.org to join SCI’s Roper Legacy Society or to discuss gift options with SCI’s Development Office.
This website provides information that is intended to be general and educational in nature and should not be construed as a substitute for legal or tax advice. Please consult an independent legal or tax advisor for specific advice about your individual situation, including the final structure and tax implication of any routine or planned gift to SCI. Review carefully with your attorney or financial advisor to learn which gift vehicle and timing is the most appropriate for you.