How to Help

Planned Giving Options

The Goal

The Benefits

What to Do

Will or Living Trust

Make a donation to ROAR without it affecting you during your lifetime

Reduce your estate and capital gains taxes

Name ROAR 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 ROAR

Donate paid-up life insurance policies

and/or

Transfer ownership of an existing policy

and/or

Begin a new insurance policy naming SWIRC as the owner and beneficiary

Retirement Plan

Donate to ROAR 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 toward a great cause

Name ROAR as the beneficiary of your retirement plan

 

If you have any questions, please contact 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.

Questions?

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