Planned Giving

Contact Us

Whether it's meeting for a cup of coffee, running a gift calculation or customizing an agreement that outlines your wishes, our professional and experienced staff would love to help you turn your charitable dreams into a reality. We know giving is incredibly personal, so we work with you, your family and your professional advisors to structure a meaningful gift that meets your goals.

Liz Cheney, our community philanthropy director, leads our planned giving work and would be happy to connect with you!

Liz Cheney
Community Philanthropy Director
800-594-9480 or 320-587-4848
Direct line: 320-484-9101

Get to Know Liz Cheney

My first memory of giving comes from my childhood. My parents would give me a quarter for the offering plate at our small church. And if I was really good, I could have another one to toss in. I remember hearing the 'tink' as my quarters hit the side of the plate before passing it along. I felt proud, and I knew I was doing something good. Fast forward to today. I didn't necessarily plan to work in planned giving. But as it turns out, all roads have led me here. I am a wife, mother, donor, community volunteer and general do-gooder. Alongside expert attorneys and financial planners, I've helped 'ordinary' people plan extraordinary gifts that will transform their communities. Read my complete bio here.

Let us Know About Your Gift

Already made plans? We're grateful for your commitment to our mission and would like to thank you. Let us know about your planned gift by entering your information below.

I have included Southwest Initiative Foundation or a SWIF-held fund in my:
Life Insurance
Real Estate
Retirement Plan

This gift is anonymous.

This form is an expression of your current plans and not a legal obligation binding to you or your estate.