ESTABLISH A LASTING LEGACY THROUGH PLANNED GIVING

Planned gifts provide creative and flexible strategies for you to pursue your charitable and financial goals, while also supporting SWIRCA & More. While some planned gifts provide life-long income and substantial tax benefits to the donor, others use estate and tax planning techniques that maximize the gift for the charity or future heirs and minimize the impact on the donor's estate.

With thoughtful planning and dedicated support, you can leave a lasting legacy that is not only important to you and your family but also for generations to come.

You have worked hard to build the life you have today. Ensure that hard work lasts forever by helping others who need it the most.

SWIRCA & More has a well-earned reputation since 1974 for providing services and solutions to individuals in need. As a non-profit organization that strives to fulfill the mission of “Enhancing Opportunities for Independent Living,” SWIRCA & More focuses its efforts on empowering individuals of all ages to remain living safely in their own homes.  A planned gift is not only an investment in SWIRCA & More, it will also help to continue key services and the valuable work that SWIRCA & More provides.

While an estate plan may sound like something only wealthy individuals can consider, the truth is that almost everyone should have an estate plan. Estate planning ensures that your assets will be managed and dispersed as you wish after your passing.

• Personal Reflection – Deciding on how you want to provide for your loved ones, while also reflecting on your life values and the legacy you want to leave.
• Financial Benefits – Receive tax incentives now and/or in the future without affecting your current assets.
• Philanthropic – Allowing you the opportunity to support the organizations you care about the most and the prospect of leaving a larger charitable gift.

• Uphold advocacy efforts that will allow older adults and people with disabilities to live with dignity and to remain in their homes and communities for as long as possible.
• Increase public awareness of the evolving role SWIRCA & More plays in the planning, development, coordination and delivery of aging and other home and community-based services throughout Southwestern Indiana.
• Strengthen and promote the need and demand for fiscal, health and social support to ensure a sound quality of life.
• Encourage the continuity of direct services, such as meals, transportation and in-home services; services like Information and Referrals, Case Management, Care Transitions, Insurance Counseling and Family Care Giving.
• Champion the development of new programs and services, such as evidence-based health and wellness programs, nursing home diversion programs, integrated care programs and livable communities.

• Contact Our Office: For more information, please contact Monica Spencer, Development Director at 812-492-7420 or by email at mspencer@swirca.org. We look forward to discussing with you your philanthropic goals and how you can fulfill them through a planned gift to SWIRCA & More. If you have already named SWIRCA & More in your estate plans, please contact us so that we may ensure your full wishes are carried out.
• Contact an Attorney or Financial Advisor: Let them know you are considering a planned gift to SWIRCA & More. They can assist you in determining what type of gift best suits your personal and financial circumstances. If you do not have a financial advisor, we can offer a list of qualified advisors.
• Share your Plans with Family and Friends: Be sure to talk to your family and friends and share your personal plans and wishes in addressing family needs as well as your legacy gifts.