Bequests & Planned Giving
If you are considering making a provision for Swan Valley Connections in your estate planning, and would like to share this information with us, it will be treated strictly as confidential.
Please contact Managing Director Sara Lamar.
Swan Valley Connections, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their attorney, financial advisor, estate planning professional, accountant or other appropriate professional before making any material decisions based on information we provide.
Below is the official legal designation for including Swan Valley Connections in your will, trust, life insurance, retirement plan, or other planned gift.
Below is the official legal designation for including Swan Valley Connections in your will, trust, life insurance, retirement plan, or other planned gift:
