How It Works

1. Transfer cash or other property to Southwestern University
2. Southwestern University guarantees to make lifetime payments—for up to two annuitants—beginning at a future date of your choosing
   

Benefits

• Guaranteed payments for life that are favorably taxed
  1. When gift is funded with cash, part of payment will be tax-free
     
  2. When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income

• Federal income-tax deduction for a portion of your gift
• Gift will provide generous support for Southwestern University
  

Next Steps

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• I’d like to see a detailed description of this gift
• I’d like to have a confidential conversation with a gift-planning
  officer about this gift plan or other options
• I’d like a personal calculation of this gift
• I’d like to request a free eBrochure on this gift

Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page.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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