Southwest Initiative Foundation works with many professionals throughout the region to meet donor needs and wishes. The following advisers from the fields of accounting, financial planning, insurance, investments, law and trust management have helped one or more of their clients plan estate gifts to the SWIF General Endowment and family of funds.
It is with deep gratitude that we thank these professionals for partnering with SWIF to create giving solutions for their clients.
Patrick Costello, Attorney
Costello, Carlson & Butzon, LLP in Lakefield
Lawrence Frank, Attorney
Estebo, Frank Gilk & Munshower Ltd. in Redwood Falls
Daniel Honsey, Attorney
Kraft Walser Law Office in Hutchinson
Larry Jensen, Attorney
Thomton, Sperry, Jensen & Keithahn in Litchfield
Robert Saunders, CPA, CFP
Saunders Mertens Schmitz, PA in Bird Island
Bradley Schmidt, Attorney
Johnson, Moody, Schmidt & Kleinhuizen in Willmar
Richard G. Stulz, Attorney
Swenson, Nelson & Stulz PLLC in Madison & Dawson
Ron Wicklace, Financial Planner
Diversified Financial Group in Canby
Note: Additional Professional Advisors may have helped clients plan estate gifts to the Southwest Initiative Foundation that are not known to us at this time. Contact SWIF Legacy Gift Planner Bob Golberg at 800-594-9480 or email@example.com with questions about working with SWIF.