Planned Giving

A Planned Gift to the Sultana Education Foundation (SEF) is a great way to support the Foundation though a gift will benefit SEF in perpetuity. Prudently invested in one of SEF’s three endowment funds, Planned Gifts spin off approximately 5% of their principal each year, helping Sultana meet its annual operating expenses for programs, staff, and facilities.  A planned gift to SEF can have the added benefit of reducing your tax burden, adding to your current income, and even growing the ultimate size of your estate.

In addition to welcoming traditional planned gifts including bequests, gifts of appreciated stock, and gifts of property, for the past 15 years SEF has been proud to partner with the Mid-Shore Community Foundation (MSCF) to provide our supporters with the following Planned Giving services:

  • Sultana Endowment at Mid-Shore:  A permanent endowment operated by MSCF for the benefit of SEF
  • Charitable Gift Annuities:  Lifetime, tax-advantaged annuities the principal of which will be added to the SEF Endowment at MSCF
  • EndowMD Program:  Maryland State Tax Credits available for donors to the SEF Endowment at MSCF.

CLICK HERE TO SEE A PDF COPY OF SEF’S PLANNED GIVING BROCHURE

CLICK HERE TO DOWNLOAD A PDF OF SEF’S PLANNED GIFT DECLARATION FORM

For additional information about Planned Giving to SEF please contact Drew McMullen at dmcmullen@sultanaeducation.org or 410-778-5954.