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TYPES OF PLANNED GIFTS
Donor Advised Funds
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to SWIRCA & More and other qualified charities.
Wills and Living Trusts
While planning or updating your will, simply notify your attorney that you want to leave something to SWIRCA & More. Before you meet with your attorney, you will want to make sure you have your bequest language ready. For sample bequest language, please contact SWIRCA & More at 812-464-7800.
Memorial and Tribute Gifts
If you have a loved one who has been impacted by SWIRCA & More, establishing a memorial or tribute gift is a meaningful way to honor your loved one while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
Charitable Gift Annuity
A charitable gift annuity involves a simple contract between the donor and SWIRCA & More, where the donor agrees to make a gift to SWIRCA & More and we, in return, agree to pay the donor (and someone else, if they choose) a fixed amount each year for the rest of their life.
Charitable Remainder Trust
Provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
Charitable Lead Trust
A charitable lead trust makes an annual payment to SWIRCA & More for a period of years, and at the end of the term, the remaining trust assets go to you, your children or other beneficiaries. The longer the length of time, the better the potential tax savings to you.
Investments that have increased in value from the time they were purchased and can take the form of publicly traded stock, closely held stock or mutual funds.
Permits a direct tax-free rollover of a gift from an IRA to a charitable organization without payment of income taxes, if the donor is age 70 ½ or older at the time of the rollover and meets certain other requirements.
Donor Advised Funds
Or DAF, is a giving account established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time. Donors can contribute to the fund as frequently as they like, and then recommend grants to their favorite charitable organizations whenever it makes sense for them.