Planned Giving

We invite you to consider these other methods of supporting RSWR, including:

Publicly Traded Stocks Or Bonds
Real Estate or Other Tangible Property
Make a Deferred Gift
Planned Giving
Interest-free Loans

Publicly Traded Stocks Or Bonds

RSWR maintains an account with Merrill-Lynch. When RSWR receives a gift, it is immediately sold and the proceeds used as part of our operating budget (unless otherwise restricted by the donor). To transfer stocks or bonds, call RSWR’s Merrill-Lynch branch office (800.945.4876) for instructions. An account and DTC number are necessary to wire assets into our account.
RSWR’s account number is 63B04A34
RSWR’s DTC number is 5198
For additional information call or email the office (765.966.0314, rswr@rswr.org).

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Real Estate or Other Tangible Property

RSWR can receive gifts of tangible property, particularly real estate. Our partner, Friends Fiduciary Corporation (in Philadelphia) has the means of receiving real estate and some other types of tangible property. All gifts of tangible property to RSWR must be approved by the RSWR Board of Trustees. For additional information call or email the office (765.966.0314, rswr@rswr.org).

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Make a Deferred Gift

Include RSWR as a beneficiary in your will.
Designate RSWR as a beneficiary (primary or secondary) of your life insurance.
Designate RSWR as a beneficiary of your retirement plan (annuity, pension, Keogh, 401-K, 403-B, IRA)

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Planned Giving

RSWR works with Friends Fiduciary Corporation to implement its planned giving program. Two options are available:

  1. Charitable Gift Annuities
  2. Charitable Remainder Trusts

Our Tax Identification number (EIN) is 31-1636209.
For additional information call or email the office (765.966.0314, rswr@rswr.org).

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Interest-free Loans

RSWR accepts interest-free loans. Loans can be recalled within 30 or 180 days. Current interest-free loans on deposit provide RSWR with income from interest of over $10,000 per year. For more information, review or download the Interest-Free Loan Form, or contact the RSWR office (765.966.0314, rswr@rswr.org).

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