Southwestern Magazine | Fall 2019

with tax-smart giving from your IRA orward Your Love F Give now and beyond your years. Contact the Oœce of Planned Giving at 512.863.1485 or email April Hampton Perez ’89 at pereza@southwestern.edu to learn more and get started today. If you have a deep, abiding love for Southwestern and you are 70-1/2 or older, you can now instruct your IRA administrator to rollover a gift from your IRA directly to Southwestern University today and support our students or any campus program of interest to you. Your withdrawal will not be counted as taxable income to you and can help satisfy your required minimum distribution. Not 70-1/2 but still want to use your IRA to support Southwestern later? Simply designate a portion of your IRA to Southwestern as part of your estate plan.