Planned gifts are thoughtful, forward-looking contributions that support Southwestern University’s mission far into the future, while offering you and your loved ones meaningful financial and tax benefits today.
Whether you want to make a lasting impact through your estate, receive income during retirement, or donate assets beyond cash, there’s a planned giving option to meet your goals. These gifts ensure Southwestern continues to offer an exceptional liberal arts education for generations to come.
Explore Your Giving Options
Bequests
Include Southwestern in your will or living trust. It’s one of the most popular and flexible ways to support the University.
Retirement Plans & Life Insurance
Name Southwestern as a beneficiary of your retirement account or life insurance policy—simple, tax-wise, and impactful.
Life Income Gifts
Receive fixed or variable income for life while making a generous gift through charitable gift annuities or remainder trusts.
Donor Advised Funds
Recommend a grant from your DAF or name Southwestern as a future beneficiary to support what matters most to you.
We’re Here to Help
Planned gifts of all sizes help shape Southwestern’s future and preserve the transformative student experience we all value. Whether you’re just starting to explore your options or ready to take the next step, we’d be honored to talk with you.