Endowments & Planned Giving

Some of the greatest opportunities to make significant charitable contributions occur while people are making other major business, personal and financial decisions. Such “planned giving” or “deferred giving” can be executed, for example, when a donor writes or revises a will, or creates a charitable trust. In each of these situations, planned giving represents an opportunity to include a philanthropic legacy in the plan for achieving business or personal goals.

SWCF has a team ready to collaborate with donors and their tax and legal advisors to create a legacy using wills and living trusts, endowments, scholarships, retirement plan gifts, charitable remainder trusts, charitable lead trusts, charitable gift annuities and more.