Proper planning ensures you can take care of those closest to your heart, providing for the transfer of assets to family and loved ones and providing continuing support for the charitable organizations and community concerns that matter most to you. Let us help you find the best way to make your gift – maybe it will be something you did not even realize was possible.
We can help you fulfill your vision with options such as a Donor Advised Fund for your family, customized scholarship funds, or a fund that supports your specific interest area or geographic area.
Examples of these gifts include:
How You Can Give
- Gifts by Will or Trust
- Charitable Gift Annuity
- Charitable Remainder Trust
- Charitable Lead Trust
- Retained Life Estates
- Naming SWCF as a Beneficiary of Retirement Assets
- Naming SWCF as a Successor to a Donor Advised Fund
What You Can Give
- Stocks & Bonds
- Retirement Assets
- Life Insurance
- Real Estate
- Personal Property
- Non-cash Assets
- IRA Assets
Click here for suggested bequest wording.
Click here for securities transfer instructions.
Email us for a copy of our gift acceptance policy.
For more information, please contact us:
Briggen Wrinkle | director@swcommunityfoundation.org | 970-375.5807
