Make a Gift

Making a gift to Southwestern is easy. You can make online gifts using our secure form, print forms to mail with personal checks, and learn more about making gifts of securities and other information below.

Credit Card

Make secure on-line gifts with your credit card. It's simple, painless, and your transaction is encrypted for complete security. MAKE A GIFT TODAY, on-line, via our secure server.

Check

If paying by check, print and complete the pledge form (Word) or (Adobe PDF) and mail it, with your gift, to

Southwestern University
P.O. Box 770
Georgetown, Texas 78627-0770.

• or fax your completed form to 512-863-1515

Electronic Funds Transfer (EFT)

Make your gift in installments through EFT. Southwestern will draft your account once a month — it is easy and puts your gift to work right away! Print and complete the EFT form (Word) or (Adobe PDF) and mail it to

Southwestern University
P.O. Box 770
Georgetown, Texas 78627-0770.

Gifts Of Securities

Easy-Print Document (PDF)

Giving stocks and bonds that have increased in value (and that you have owned for more than one year) provides even greater tax benefits than giving cash.

Not only is the market value of the securities deductible (subject to applicable limitations), but you also avoid paying the capital gains tax on the appreciation.

Securities Held In Custody With Brokerage Firm Or Bank Transfer Instructions

If your stock is held in custody with a brokerage firm or bank trust department, you can make a direct transfer of the securities from the custodian firm or bank to Southwestern's account at Regions Bank/Trust Group. You should instruct the holding institution to make a direct transfer, known as a "DTC" with the following instructions.

Please deliver/transfer _______shares of ____________ (name and symbol) from my account with ______________ (brokerage firm), account number _________ to :

• DTC #971
• BNY Acct at Agent #17695
• For further credit to: Southwestern University Acct # 7050000767
• Attn: Dawn Blaeuer, Senior Vice President, Regions Bank, (501) 371-6710

Please notify Southwestern University's Development Office at 1-800-960-6363, extension 1482, of the transfer of stock, name of stock and number of shares transferred and indicate how your gift is to be used (example: scholarships, buildings, or as an annual gift). This will enable the University to acknowledge a gift promptly and respect any restrictions or preferences you may have for the use of the gift.

Signature:_________________________

Date:________________________________

The value of a securities gift is the median of the high and low market price of the stock or bond on the date of your gift. You are entitled to deduct the gift value of securities for up to 30 percent of your adjusted gross income. (The maximum allowable deduction for all charitable contributions in any given year is limited to 50 percent of an individual's adjusted gross income.) Any excess can be carried over for an additional five years.

Matching Gifts

To see if your company or organization will match your gift, click here.

Payroll Deduction (Southwestern Employees Only)

Easy-Print Document (PDF)

If you are currently employed by Southwestern University and wish to contribute via Payroll Deduction, please print and complete the payroll deduction pledge form (pdf version) and mail it to

Southwestern University
P.O. Box 770
Georgetown, Texas 78627-0770

• or deliver it to Cullen 30
• or fax your completed form to 512-863-1515