Planned Giving Options

The Goal The Benefits What to Do
Will or Living Trust Make a donation to swra without it affecting you during your lifetime Reduce your estate and capital gains taxes Name swra as a beneficiary in your will or living trust
Life Insurance Donate a large financial resource either now at little cost to you or later without it affecting you during your lifetime Income tax deductions if you transfer the policy to swra

Donate paid-up life insurance policies


Transfer ownership of an existing policy


Begin a new insurance policy naming swra as the owner and beneficiary
Retirement Plan Donate to swra and avoid the tax burden for your loved ones Reduce the estate and income taxes that your spouse or beneficiary will incur, allowing a greater amount to be used for humanitarian care Name swra as the beneficiary of your retirement plan
Donor-Designated Fund Control the size of your gift or the portion of your donor-advised fund
designated for swra
Help the most underserved group of people in America and see some of the benefits of your gift within your lifetime Designate swra for current gifts or as a beneficiary to your donor-advised fund manager
Annuities Give a gift that lives with you. Receive lifetime payments and reduce your annual tax bill. Contact Suzi Smith at (877) 853-6474 for more information.
Stock Give long term appreciated assets. Receive an income tax deduction and avoid capital gains tax. Contact Suzi Smith at (877) 853-6474 to assist in the transfer of securities.

If you have any questions regarding planned giving, please contact Suzi Smith in our Planned Giving Department at (877) 853-6474. You are also encouraged to consult with your legal and financial advisors when considering a planned gift.

Have questions?

Click here to request more information or visit our Frequently Asked Questions (FAQ) section!


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

16415 Addison Rd, Suite 200, Addison, TX 75001-3210
United States
Phone: 800-416-8102
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Tax ID: 47-3730147

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