Planned Giving, Wills,

Gift Annuity & Trusts

PLANNED GIVING

A planned gift is a legacy investment in Swim Across America, advancing our mission and ensuring our ability to fund critical cancer research as we have done since 1987. We invite you to include Swim Across America in your estate planning by considering any of the following.
Please notify our CEO, Rob Butcher of your planned gift so we can ensure your wishes are properly honored. Our legal name, tax ID, and address to be included in planned gifts are below:

Swim Across America, Inc.
8508 Park Rd. #389
Charlotte, NC 28210
Tax ID: 22-3248256

Wills & Bequests

You may include Swim Across America in your will or estate. Here is some recommended language you may provide to your counsel drafting your plans:

I hereby give and bequeath ____________ ($DOLLARS, %PERCENT) to Swim Across America, Inc. a nonprofit organization located at 8508 Park Road, #389, Charlotte, NC 28210, Federal Tax ID #22-3248256, for Swim Across America’s general use and purpose.

I hereby give and bequeath all (or %PERCENT) of the right, title, and interest in and to the real estate located at ___________________ (insert address) to Swim Across America, Inc. a nonprofit organization located at 8508 Park Road, #389, Charlotte, NC 28210, Federal Tax ID #22-3248256, for Swim Across America’s general use and purpose.

Retirement Plans

You may include Swim Across America as a beneficiary in your retirement plans (i.e. 401K, IRA, etc.). By doing so, any donation from your retirement account will be fully available to Swim Across America as we are a 501(c)3 non-profit exempt from federal income tax.

Life Insurance Policies

You may include Swim Across America as a beneficiary by adding our name and tax ID to the beneficiary designation. If you are interested in assigning your life insurance policy to Swim Across America, please reach out to our CEO, Rob Butcher so we may respectfully discuss it with you.

Charitable Gift Annuities

A charitable gift annuity is a form of planned giving in which you make a gift upfront and receive a secure, fixed payment annually for the rest of your (or your spouse or beneficiary's) life. When the contract ends, the remaining value of the annuity passes to Swim Across America. There are several different ways in which you can give through charitable gift annuities. Charitable Gift Annuity options include Immediate-Payment, Deferred-Payment, and Flexible-Payment. For more information on charitable gift annuities, please reach out to Rob Butcher.

Charitable Trust

A trust is a special type of “holding” device for assets. Basically, you can assign a certain amount of your assets to the charitable trust. The trust “holds” them and pays out the income for those assets—interest or dividends, for example, according to your instructions. Charitable trusts enable you to make a sizeable contribution to Swim Across America while receiving tax deductions and also retaining an income stream from the Trust.

STILL NEED HELP?

If you need assistance with a donation, please contact us at (980) 292-0599 or email. We'd be happy to help you out today!