Legacy and Planned Giving

It’s simple to include us in your will, and incredibly impactful.

Your planned gifts allow us to expand our outreach so that our community has access to basic dental care. Legacy gifts allow for a continuation of your mission and values beyond yourself. A planned gift does not have to be complicated or of a certain amount.

Consider including a legacy gift to the North Charleston Dental Outreach (EIN: 27-1629125) for any amount in your estate planning.

Questions? Contact Elijah Melendez, Director of Development, at elijah@ncdo.net

Planned Giving: Make a Sustainable Impact

Planned giving allows you to make a long-term difference at North Charleston Dental Outreach while supporting your own financial goals. Whether through income, tax benefits, or estate planning, your gift provides compassionate dental care to children and families who need it most.

  • Make a grant now or later — with flexibility and tax benefits.

    A Donor-Advised Fund is like a charitable investment account. You contribute assets, receive an immediate tax deduction, and then recommend grants to organizations like ours over time.

    • Immediate tax deduction

    • Flexibility to give now or later

    • Ideal for year-end planning or major life events

    Already have a DAF? You can recommend a grant to North Charleston Dental Outreach today!

  • Maximize your impact and minimize your taxes.

    Donating appreciated stock allows you to avoid capital gains taxes and receive a charitable deduction for the full fair market value.

    • No capital gains tax

    • Full-value charitable deduction

    • Simple broker-to-broker transfer

    Stock worth $20,000 with a $5,000 cost basis = $15,000 tax savings.

    Email Elijah Melendez for more information on stock transfers.

  • Include NCDO in your will and leave a legacy of care.

    Name North Charleston Dental Outreach in your will, trust, or as a beneficiary of your estate. It’s easy to do and can be changed at any time.

    • Flexible and revocable

    • No cost today

    • Supports future generations of care

    Sample language available upon request.

  • A smart giving option for donors 70½ and older.

    If you’re 70½ or older, you can donate directly from your IRA to NCDO — up to $100,000 annually — without counting it as taxable income. It can also count toward your Required Minimum Distribution (RMD).

    • Tax-free gift from your IRA

    • Helps reduce your adjusted gross income

    • Great for retirees who no longer itemize

    “I was able to support the clinic and reduce my taxes — all from my IRA.”

    Learn how to give from your IRA

  • An easy way to make a legacy gift — no attorney required.

    You can name NCDO as a beneficiary of your:

    • IRA or 401(k)

    • Life insurance policy

    • Bank or investment account

    This simple form takes minutes to complete and avoids probate.

    • Easy to update anytime

    • Does not affect your finances today

    • Often one of the most impactful gifts

  • A gift to our endowment allows generations of patients to continue receiving care.

    Email Elijah Melendez for more information

Let’s Talk

We’d be honored to speak with you or your advisor to explore the best giving options for your goals.

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