You have completed an important step by drafting your estate plan.
Having your affairs in order is often a huge relief. And putting your wishes in writing is truly a gift to your loved ones. Congratulations on completing this step!
You have also included the Southwest Initiative Foundation, a community foundation or another local fund in your plan. Thank you for entrusting your legacy with us. We are honored to be your partner.
By letting us know of your future gift, you become part of our Legacy Circle, which is a way to recognize you and others like you who have planned gifts to us. Members of our Legacy Circle receive a special gift and ongoing communication from us to stay in touch.
We ask that you complete a simple form, so we can document your wishes and ensure your gift is handled with care.
