Retirement Plans

Retirement accounts such as IRAs, 401(k)s, and 403(b)s are among the most heavily taxed assets when passed to heirs. However, when you designate Southwestern University as a beneficiary of all or part of your retirement plan, those funds pass to the University tax-free, allowing your gift to go further in supporting our mission.

Benefits of Giving Through Retirement Plans:

• Avoid income and estate taxes on retirement assets

• Continue to use the assets during your lifetime

• Easily make or update your designation by completing a simple beneficiary form with your plan administrator—no need to update your will

You can name Southwestern as:

• A primary beneficiary for a percentage or the full amount

• A contingent beneficiary, after your loved ones

 

Life Insurance

A life insurance policy you no longer need can be a meaningful gift to Southwestern. You may name the University as a beneficiary, transfer ownership of an existing policy, or even purchase a new policy with Southwestern as the owner and beneficiary.

Benefits of Giving Through Life Insurance:

• Make a larger gift than you might otherwise be able to

• Receive potential income tax deductions if you transfer ownership of the policy

• Create a legacy that supports future generations of Southwestern students

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Let’s Talk

We’re here to help you explore these giving options in a way that aligns with your personal goals and legacy. To learn more or start the conversation!

CONTACT US