Southwestern

To Survive and Excel
Gift and Estate Planning

Gifts That Pay You Income for Life

Do you want to support Southwestern University, but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of providing Southwestern University with vital, long-term resources.

The creation of a life-income gift benefits both the giver and the receiver, a “win-win” situation. There are four life-income gifts available, with one possibly being right for you:

Charitable Gift Annuities

Immediate-Payment
Gift Annuity

Click to
See Diagram

Deferred-Payment
Gift Annuity

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See Diagram

Charitable Trusts

Charitable Remainder
Unitrust

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See Diagram

Charitable Remainder
Annuity Trust

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See Diagram

 

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