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.
Wills and Living Trusts – A Simple Way to Make a Huge Impact
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 – A Way for Others to Contribute to your Legacy
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 – Lifetime Income
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 - Potential for Increased Income
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.
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.
All charitable gifts should be directed to SWIRCA & More or the
Southwestern Indiana Regional Council on Aging.
The information provided on this page is not intended as legal or tax advice. SWIRCA & More is not authorized to give financial, legal, or accounting advice. For such advice, please consult an attorney or financial advisor for advice that is applicable to you.