Southwestern

To Survive and Excel
Gift and Estate Planning

Southwestern University Generations

Spring 2010 (pdf)
  • Converting Your Traditional IRA to a Roth? Charitable Planning Can Help
  • Donor Feature: Julie Crain Heinitsh ‘78
  • Spring 2009 (pdf)
    • Extend the Reach of Your Generosity Far Into the Future
    • Donor Feature: Jack and Cammy Garey
  • Spring 2008 (pdf)
    • The Secret Benefits of the Gift Annuity
    • Donor Feature: Dr. Seng K. Ooi '60
  • Fall 2007 (pdf)
    • The Tax-Free IRA Rollover Is Set to Expire
    • Donor Feature: Baker '52


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