Southwestern

To Survive and Excel
Gift and Estate Planning

Southwestern University Generations

Spring 2009
  • Extend the Reach of Your Generosity Far Into the Future
  • Donor Features: Jack and Cammy Garey
  • Spring 2008 (pdf)
    • The Secret Benefits of the Gift Annuity
    • Donor Features: Dr. Seng K. Ooi '60
  • Fall 2007 (pdf)
    • The Tax-Free IRA Rollover Is Set to Expire
    • Donor Features: Baker '52
  • Spring 2007 (pdf)
    • Charitable Bequests
    • Donor Features: Lufburrow '81, Sanders '54
  • Fall 2006 (pdf)
    • Charitable Bequests
    • Donor Feature: Jodie '89 and Charlie Steger
  • Spring 2006 (pdf)
    • Charitable Bequests
    • Donor Features: Medley '48, Rork '62
  • Fall 2005 (pdf)
    • Charitable Bequests
    • Donor Features: Kilpatrick '57, Quested '57, Spivey '64
  • Spring 2005 (pdf)
    • Charitable Bequests
    • Donor Features: Rick and Christina Cox, Frame '57
  • Winter 2005 (pdf)
    • Charitable Bequests: Giving with a Will
    • Donor Features: Morton '63, Chapman '60, Burchfiel '89
  • Spring 2004 (pdf)
    • Charitable Gift Annuities
    • Donor Feature: Frank and Louise Carvey
  • Fall 2003 (pdf)
    • Charitable Bequests
    • Why You Should Have a Will
  • Fall 2002 (pdf)
    • Charitable Remainder Unitrusts
    • Donor Feature: Bill and Joanne Harrah
  • Summer 2002 (pdf)
    • Gifts of Appreciated Assets
    • Donor Feature: Frank '54 and Betty Douglass
  • Spring 2002 (pdf)
    • Charitable Gift Annuities
    • Donor Feature: Guy E. '50 and Elizabeth "Betty" Pry


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