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Request our Will and Estate Planning Guide

If you are preparing to write or update a will, or if you have put off writing a will because the task feels overwhelming, our Will and Estate Planning Guide can make this big task easier. We encourage you to use The Guide as you contemplate your goals and how you wish to provide for others in meaningful ways. Gather, organize, and document important information that impacts your planning, your family, and your charitable giving. Request your free Will and Estate Planning Guide below.

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If you would like to know more about a specific gift option, please complete the form below and we will be happy to provide helpful information.

Select a gift that interests you:

Select the assets you are thinking about using to fund the gift:

Cash
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Specify other assets:

Gift Amount

Dollar Amount:

Cost Basis of the Asset (other than cash):

Age or birth date(s) of each beneficiary

Beneficiary 1:

Beneficiary 2:

Name

First

Last

Email

Phone

Address

Address Line 1

Address Line 2

City

State

Zip Code

Questions or Comments

Determine your required minimum distribution

Download the Upstate-USC Notice of Intention

Making a gift in your will or with a beneficiary designation?

Here is the language you’ll need to use:

I give, devise and bequeath to the University of South Carolina Upstate Foundation, a qualified 501(c)(3) charitable organization located in Spartanburg, SC, _____ percent of my residual estate (or a specific bequest of $__________, or other personal or real property appropriately described) for (stated purpose—Upstate Endowment, unrestricted use, or a specific program or college).

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Making a gift in your will or with a beneficiary designation?

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If you are exploring ways to make a difference today or in the future, we can help.