Southwestern

Engaging Minds, Transforming Lives

Giving

Ways to Give

Southwestern University strongly encourages you to consult with your own financial and legal advisors regarding the use of these charitable gift vehicles. Southwestern’s development staff is ready and willing to provide you and your advisors with the information necessary for you to make sound decisions regarding your philanthropic goals.

 

Gifts of Cash

The simplest way to make a gift to Southwestern is to write a check made payable to “Southwestern University,” or go online to make a secure credit card gift, or you may call us toll-free at 1-800-960-6363 to make your gift over the telephone.  Make a Gift Today!

You may also 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 and mail it to:

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

 

If you would like to make a cash gift via direct wire transfer, please contact our office at the toll free number listed above for instructions.

 

Gifts of Securities

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.

Stock held in custody with a brokerage firm or bank trust department can be transferred directly from the custodian firm or bank to Southwestern’s account at Regions Bank/Trust Group. (Securities Transfer Instructions)

Matching Gifts

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

Gifts of Real Estate

A gift of real estate to Southwestern University provides a charitable deduction for the full fair market value of the gift - up to 30 percent of your adjusted gross income if you have held it for more than six months - with the usual five-year carryover. As with other appreciated property, transferring the asset to the University avoids any capital gains tax in most cases. You will need to have your gift of real estate appraised by an independent appraiser to determine the value of your deduction. Also, be sure to consult with Southwestern to make sure your real estate is appropriate for the University’s use. Gifts of real estate usually have a minimum equity of $25,000.

Gifts of Personal Property

Donations of artwork, books, equipment, collections, antiques, and other personal property are sometimes appropriate gifts to Southwestern. Before making a gift of tangible personal property, please consult with the University to confirm that your gift can be used according to your wishes while also supporting the mission of the University.  (Personal Property Deed of Gift Form)

A. Frank Smith, Jr. Library Center Gift Acceptance Policy

Southwestern University gratefully accepts gift books and other materials. For gift books added to our collection, donors may request a gift plate naming the person(s) in whose honor or memory the gift is made.

Bequests

Naming Southwestern University as a beneficiary in your estate plan is a simple and lasting way to acknowledge the University’s role in your life.

Gifts of Life Insurance

Naming Southwestern as owner and beneficiary of a paid-up life insurance policy entitles you to a deduction equal to your cost basis in the policy, or its replacement cost, whichever is less.

Gifts with Life Income

Gifts that return income to the donor are excellent vehicles for retirement and overall financial planning.

Gift Acceptance Guidelines

These are guidelines to be used by the Board of Trustees to evaluate prospective gifts. In its discretion, the Board may depart from one or more of these guidelines based on the circumstances of a particular gift, and the Board retains its right to refuse any gift.

Payroll Deduction (Southwestern Employees Only)

If you are currently employed by Southwestern University and wish to contribute via Payroll Deduction, please print and complete the payroll deduction authorization and mail it to:

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

•or deliver it to: Office of Gift Programs, Alumni Center, Cullen Bldg., 2nd Floor

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

 

Donor Bill of Rights