Life Insurance Policy Donation

Your life insurance policy is usually an untapped and forgotten part of your financial planning. Yet it is a simple way to ensure the continued work of Southwest Reservation Aid.

There are many ways that your life insurance policy can benefit Native American people.

Options to donate your policy:
  • You can name Southwest Reservation Aid as a beneficiary in your current life insurance policy.
  • You can donate your paid-up policy directly to Southwest Reservation Aid.
  • You can start a new policy, making Southwest Reservation Aid the owner and beneficiary.
Benefits for you:
  • You may be eligible for a charitable deduction if you transfer a policy and name PWNA as the owner or beneficiary.
  • You would be eligible for a charitable deduction if you purchase a new policy and name PWNA as owner and beneficiary. swra.

 

swra Insurance Process


If you have any questions regarding planned giving, please contact Joe Langenderfer, CFRE, Director of Planned Giving at (214) 217-2600 Ext. 111. You are also encouraged to consult with your legal and financial advisors when considering a planned gift.

 

Our Mission: Serving immediate needs. Supporting long-term solutions.
Our Vision: Strong, self-sufficient Native American communities.

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