Southwestern

To Survive and Excel
Gift and Estate Planning

Cash, Check, or Credit Card

How It Works

  1. You transfer cash to Southwestern University—a check through the mail, or online by debit or credit card
  2. You receive a charitable deduction
  3. Southwestern University can put your gift to immediate use, or add it to an endowed fund if you so specify

Benefits

  • Your gift is made simply and quickly
  • You receive a federal income-tax deduction
  • You provide immediate support for Southwestern University

Next Steps



Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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