Samaritan's Endowment Fund

Historically, Swiss Village has sought to provide care for those who need our services, even when they struggle with financial limitations. This has been possible because of charitable gifts. The financial viability of this practice is based on the generosity of future contributors and the gifts that they make to the Samaritan's Fund. It is this Fund that provides assistance to residents who, for reasons beyond their control, can't fully pay for the services they receive. The number of people needing financial assistance has grown and will continue to grow in the years ahead. Endowment earnings are designed to support quality of life and dignity for those among us in need. Your gift will be used in a manner to continue serving those older adults who have entrusted Swiss Village with their care.

Ways to Give

1.  Cash
Commonly, gifts are made by cash or check.

2.  Bequests
Many of our supporters make charitable gifts by simply naming Swiss Village as a beneficiary in their wills. A bequest may be for a specific sum, a percentage, or the residue of an estate, and may consist of cash, securities, life insurance proceeds, real estate and/or personal property.

3.  Charitable Gift Annuity
In exchange for an irrevocable gift of cash, securities or other assets, one or two donors receive a fixed sum each year for life. The amount of fixed income is based on the donor(s) age(s), and in most cases, part of each payment is tax-free.

4.  Investment Assets
Stocks and bonds, retirement funds, real estate and other property, if they have grown in value, make it possible to give a larger donation for less cost and may even provide you with tax benefits.

5.  Life Insurance
Gifts of life insurance are a great way to leverage your giving. Donate paid-up life insurance policies with cash values, or new policies, with the Swiss Village Endowment Fund named as the owner and the beneficiary. Some of our supporters no longer need their life insurance policy (purchased years ago to provide for children or other family members), and they donate the policy to Swiss Village.

6.  Gifts of Securities
Securities, both publicly traded and closely held, and bonds can be used to make a gift to Swiss Village. A donor is entitled to a charitable tax deduction equal to the value of the securities on the date of the gift. Swiss Village is able to sell the securities and use the proceeds, without reduction by capital gains taxes because of Swiss Village's status as a non-profit organization. Gifts of closely held stock require additional planning and may require approval by Swiss Village's Board of Directors.

7.  Corporate Gifts
If you are an owner or CEO of a business, you might consider making a corporate gift through which you may derive federal tax benefits as well as additional benefits.

8.  Corporate Matching Gifts
Some corporations provide a matching amount for an employee contribution. If your company provides this benefit it is a great way to increase your donation. To find out if your company or spouse's company offers a matching gift program, contact the company's Human Resources office.

We encourage you to consult your financial advisor or attorney before choosing any of these plans. To discuss how you can take the next important step toward helping those in need at Swiss Village, please contact Daryl Martin or complete the printable donation form. The donation form was created using Adobe Acrobat. To download the free reader software from Adobe, click here to go to Adobe's web site.

Thank you for your interest and support of the Swiss Village Samaritan's Endowment Fund!