Plan Now for Future Donations
Planned giving offers you the chance to give now or after your lifetime and to align your charitable giving with your overall financial and estate plans. Sharing your wishes can be empowering, and we’re here to offer support in determining how to plan donations.
Born and raised on a farm outside Milan, Ernest “Ernie” Stoen felt a strong pull to give back to the community he called home. With help from Southwest Initiative Foundation, Ernie created a Charitable Gift Annuity with a generous gift of $50,000. The gift annuity provided income for his lifetime, and after his passing at age 93, the remainder of over $47,000 was transferred to the Milan Community Foundation general endowment, one of our affiliate partners. We’re available to help you make a plan that fits your situation, and benefits the people and places you love.
Together with your financial adviser, Southwest Initiative Foundation can help you fulfill your wishes.
Our Legacy Gift Planner Liz Cheney is happy to talk to you about your plans and goals.
Send us an email or (800) 594-9580.