How It Works

1. You include a bequest provision in your will or revocable trust
2. At your death Southwestern University receives the bequest you specified

Benefits

• You may change your bequest at any time
• You control the property funding the bequest during your lifetime
• Your bequest will not be subject to any potential federal estate tax
• You provide future 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

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