Planned Giving

We invite you to become a partner in the struggle for tolerance and justice.

Planned giving is a powerful tool. When Partners decide how their money will be used after they’re gone, it’s a final statement about their philosophies and beliefs. In the end, it’s about the legacy they choose to leave behind. 

Additionally, there are immediate benefits of some planned giving options. Through a planned gift, Partners may:

1. Increase their current income or that of a designated beneficiary;
2. Reduce income tax liability;
3. Avoid capital gains tax; and/or
4. Pass assets on to family and pay less tax. 

Types of planned gifts include: 

Gifts by Will

These are the most common planned gift to the Southern Poverty Law Center. It’s an easy way to ensure the SPLC continues to fight hate, seek justice and teaching tolerance far into the future.

Gifts by Revocable Living Trust

Revocable Living Trusts are popular estate planning documents that resemble Wills that contain instructions for managing personal assets during your lifetime and for the distribution of assets after your death.

Gifts by Charitable Gift Annuity

A Charitable Gift Annuity is a simple contract between you and the Southern Poverty Law Center that allows you to donate cash or securities and receive fixed annual payments for life.

Gifts by Charitable Remainder Trust

A Charitable Remainder Trust provides substantial financial and tax benefits for the donor, as well as significant gifts to the SPLC.

Gifts by Life Insurance

Life Insurance can be a convenient way to make a substantial gift to the Southern Poverty Law Center for a relatively modest annual cost.

Gifts by Retirement Plan Asset

The Tax Increase Prevention Act of 2014, H.R. 5771, was signed into law by the President on December 19, 2014, temporarily extending the popular “IRA Rollover” provision until December 31, 2014. At this point, no 2015 gifts qualify. But, if Congress follows its three year pattern of extending this beneficial tax break late in the year and once again making it retroactive, you may meet the standard qualifications which are not expected to change.