Giving

Ways to Give

Contact

Charli Ganski

Executive Administrative Assistant

Phone

512.863.1211

Charli Ganski

Executive Administrative Assistant


Ways to Give

Gifts of Cash

Mail your gift to:

Southwestern University
Development Office
P.O. Box 770
Georgetown, TX 78627-0770

Go online to make a credit card gift

www.southwestern.edu/makeagift

Direct cash wire transfer

Gifts in U.S. dollars may be wired directly from your bank to Southwestern University. For more information, please contact Southwestern’s Development Office at 512-863-1211.

Automated Clearing House (ACH) transfer

Make your gift to Southwestern without ever writing a check and without the hassle of updating new and expiring credit card information. An automated clearing house transfer (ACH) is a convenient, cost-effective way to support Southwestern. With ACH, your annual contribution is divided into monthly installments, which are automatically deducted from your checking or savings account.

Download the Automated Clearinghouse (ACH) Instructions and Authorization


Ways to Give

Matching Gifts

Find out if your company or organization will match your gift


Ways to Give

Gifts of Securities

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.

Download Securities Transfer Instructions


Ways to Give

Donor Advised Funds (DAF)

Southwestern University is a 501(c)3 organization and is a qualified recipient of grants from your donor advised fund (DAF) held at a community organization or financial institution. If you have established a donor advised fund, consider recommending a grant to Southwestern University.

Grants should be mailed to:

Southwestern University
Development Office
P.O. Box 770
Georgetown, TX 78627-0770

Southwestern University is legally registered with the IRS with a tax ID (EIN) of 74-1233796.

You can name Southwestern as a beneficiary of your donor advised fund and ensure that your philanthropy continues. You can update your beneficiary designation by contacting your financial institution (and in some cases, your community organization) and requesting the appropriate paperwork. We encourage you to inform the University of your intentions so we can thank you and discuss how you would like your gift to be put to use in the future.


Ways to Give

IRA Charitable Rollover Gifts

Individuals 70½ and older can make a current gift of up to $100,000 from their IRAs without counting it as taxable income. No charitable deduction is taken, but distributions will qualify for all or part of the IRA owner’s required minimum distributions and is a tax-wise way to support Southwestern. Your contribution to Southwestern can be directed towards the annual fund or another area that is particularly meaningful to you. To ensure proper crediting of your gift, contact the Development Office at 512.863.1211. 

For more information, please see our charitable IRA giving page


Ways to Give

Bequests and Other Planned Gifts

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

For more planned giving information, please visit our Planned Giving page


Ways to Give

Create a Permanent Endowment Fund

Endowments provide perpetual support and financial stability for the University to enhance the things that make Southwestern so unique and special. Endowment funds can be established to support scholarships, high-impact experiences for students, faculty research/creative works, faculty positions, academic departments, athletic teams, fine arts initiatives, and several other institutional objectives.

When an endowment reaches its minimum funding level, a portion of the earnings in the fund are made available to support the restrictions outlined in a memorandum of understanding which guides the use of the funds in perpetuity. The spending rate used to calculate the available withdrawal from the endowment is set by the Board of Trustees each year. Earnings above the approved spending rate are rolled back into the endowment as a hedge against inflation.

Contact a member of the Development team to discuss your specific questions about establishing an endowment at Southwestern University.


Contact Us
Charli Ganski
Executive Administrative Assistant
ganskic@southwestern.edu
512.863.1211