Southwestern

To Survive and Excel
Gift and Estate Planning

Tangible Personal Property

How Does It Work

  1. Please call us to discuss the type of property, possible uses of your gift by Southwestern University, and getting an appraisal
  2. You receive a charitable income-tax deduction if its use is related to Southwestern University's exempt purposes
  3. Southwestern University can keep or sell property after 3 years

Benefits

  • You receive a federal income-tax deduction for the fair-market value if its use is related to Southwestern’s charitable purposes
  • You avoid capital-gain tax on long-term, related use property (capital-gain tax on tangible personal property is 28%)
  • You can provide significant support for Southwestern University without affecting your income

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer

Next Steps


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