Southwestern Magazine | Fall 2020

Designating Southwestern University as beneficiary of your retirement account—IRA, 401(k), or 403(b) —is a simple and affordable way to make a gift. Just follow these easy steps: ■ Contact your plan administrator and request a new beneficiary designation form. ■ Designate Southwestern University beneficiary (or contingent beneficiary) of part or all of your retirement account. ■ And finally, call or email April Hampton Perez ’89, senior director of development, gift planning, to share your plans. She can be reached at 512.863.1485 or pereza@southwestern.edu . We encourage you to consult with your legal and tax advisors for more information.The information above is intended to assist you in your tax, estate, and charitable planning. It is not legal advice and should not be relied upon as such. G iving back for the future.