Planned Giving
Resources
Tools to Help You Plan Your Legacy.
Planning a gift to Southwestern University is a meaningful way to express your values and make a lasting impact. Whether you’re just beginning to explore your options or are ready to take the next step, we’re here to help.
Resources
This page offers useful tools and information to support your planning process and ensure your gift reflects your intentions.
Helpful Documents & Guides
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Planned Giving Guide:
An overview of giving options and how they benefit you and Southwestern. Download PDF
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Sample Bequest Language:
Wording to share with your attorney when including Southwestern in your will or trust. Download PDF
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Gift Notification Form:
Let us know about your gift so we can recognize your generosity and welcome you into the 1840 Society. Download PDF
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Beneficiary Designation Instructions:
Steps to name Southwestern as a beneficiary of your retirement account or life insurance policy.
Professional Advisor Resources
We welcome the opportunity to partner with your financial, tax, or legal advisors to ensure your gift aligns with your goals.
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Legal Name: Southwestern University
- Tax ID: 74-1233796
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Address: 1001 E. University Ave., Georgetown, TX 78626
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Development Office Contact: bolingern@southwestern.edu | 512-863-1485
Questions? We’re Here to Help.
Planned giving is personal, and we’re here to support you every step of the way. Whether you want to talk through your options or request a confidential consultation, we’re happy to assist.