Charitable Estate Gifts

Charitable estate or deferred giving enables you to arrange charitable contributions in a manner that maximizes personal objectives and financial goals. Many plans provide flexibility during your lifetime, even though Southwest Public Radio | SWPR will not realize their benefit until some time in the future. The most common types of deferred plans are bequests, retirement plan designations, charitable remainder trusts, and charitable gift annuities.


Bequests

A bequest in your will or living trust naming Southwest Public Radio | SWPR as a beneficiary is the easiest and most popular deferred gift plan. Donors may name Southwest Public Radio | SWPR as a percentage beneficiary or for a specific dollar amount or specific assets. Your assets can be used to support Southwest Public Radio | SWPR for the purposes you have documented.


Retirement Plan Assets

Retirement accounts often are exposed to income tax and estate taxes, which may be avoided or reduced through a deferred gift. Naming Southwest Public Radio | SWPR as a beneficiary of your retirement account can provide a meaningful gift to Southwest Public Radio | SWPR. See your financial advisor for options.


Charitable Remainder Trust

A charitable trust to benefit Southwest Public Radio | SWPR is established when you transfer assets (cash, securities or real estate) to a trust where the assets are invested to pay an annual, lifetime or term-of-years income to you or other beneficiaries. When the trust matures, the remaining assets are distributed by the trustee according to your wishes. See your financial advisor for options.


Contacting Southwest public radio | SWPR About a Planned Gift

If you would like to discuss planned giving options, please contact us e-mail.


Print Friendly