Interface Gift Legacy eNewsletter April 24, 2022

Dear Friend,

In May and June, we are invited to celebrate mothers and fathers.  I was raised by a mom and dad who loved me, believed in me, and empowered me.  Only as an adult did I realize how lucky I was! I was shown by example how to be a loving parent to my children, and while my parents weren’t perfect… and certainly neither am I…they left a legacy of love that is continuing through generations.  They also left a legacy of philanthropy, and with thoughtful and intentional financial planning their legacies of love and compassion continue through organizations they cared deeply about.

As you celebrate parents and families of all kinds (the families we are born into and the families we choose), you may find yourself reflecting on your values and priorities and what you hope will be passed along to future generations.  I hope you will find these up-to-date articles to be informative and helpful, and that the tools available through our website can guide you in some strategic planning and decision-making (learn more here).

We continue to be so grateful for your support of Interface as a donor, advocate, and supporter.  Please feel free to contact me if you have any questions or would like any additional information.  As always, thank you for your ongoing support for Interface!

Best wishes –

Stacy Swanson
Chief Development Officer

PS – I hope to see you at our annual Love is Brewing event at the beautiful Museum of Ventura County to celebrate with our Champions for Change and raise awareness and funding for our life-saving programs for survivors of violence.  Please click here to learn more about this special event: Love is Brewing

About BequestsCharitable Gift AnnuityIRA Charitable Rollover
Personal Planner

Family Limited Partnerships
A family limited partnership (FLP) is usually created by parents. It has several purposes. An FLP can save estate taxes and permit transfers to family members.
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Donor Story

Gift Annuity for Real Estate
Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.
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Bank of America Reports Earnings

Treasury Yields Rise

Mortgage Rates Exceed 5%


Savvy Living

When to Expect Your Social Security Checks
I am planning to retire and apply for my Social Security benefits in July. When can I expect my first check and what are my options for receiving my monthly payments?
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Washington News

IRS Advice for Late Filers, Extenders and Nonprofits
In a series of letters this week, the Internal Revenue Service (IRS) gave advice to late filers, those who have extended until October and nonprofits. Taxpayers who missed the April 18 filing deadline should file promptly. Those who filed for an extension…
Read More »


Thank you for your interest in gift and legacy planning. To access any of our resources, please visit our website.



It’s never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.

Download Guide »



Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.

View Calculators »


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