June 30 is Fiscal Year-End

Time flies when you're having fun! As you know, June 30th marks the end of SWIF's Fiscal Year 2015. Here's what that means for fund partners: Gifts dated for June 30th (or prior) need to reach SWIF by July 6th -- in order to be Continue Reading

Annual Paperwork to SWIF

It's almost time -- your annual paperwork is due to SWIF on or before July 1st. Here's a reminder of what all fund partners (except nonprofit agency funds) need to submit to SWIF: Updated advisory board roster form. Updated annual Continue Reading

Change in Gift Processing and Receipting

If you know SWIF at all, you know that change is always on the horizon. And for good reason. In order to accommodate the growing volume of gifts from our 120 fund partners (last fiscal year alone, we processed over 4,000 gifts totaling Continue Reading

Endowment Spendable Reminder

March 31st is right around the corner. Do you know what that means? That's right! SWIF calculates the "spendable" portion for all endowment funds based on the March 31st balance. Our spending policy is 5 percent of the fund balance as Continue Reading

Time to Plan…Again!

Pablo Picasso once said, "Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success." I happen to agree with him. Coming Continue Reading

How Resourceful Are You?

Have you been to the Resources section of the new portal? If not, it's time to check it out! This area is specially designed to serve your needs and answer your questions. Have a new advisory board member that needs some orientation? Continue Reading

Required Event Around the Corner

We have new information and tools to share with you. Have you RSVP’d for our upcoming required event? We have four locations to make it easy and convenient for one or more of your advisory board members to attend. You’ve let us know that Continue Reading