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PLANNED GIVING




What will SWOSU look like tomorrow?

YOU DECIDE.

When you make a planned gift to the SWOSU Foundation, Inc., you integrate your financial goals with your personal ideals to help shape our institution's future.

Your planned gift may indeed be the most important philanthropic decision of your lifetime. The SWOSU Foundation offers a variety of ways to make a meaningful planned gift possible. Please contact Ms. Brandi Rizzi at 580-774-3156 today to move forward, and, as always, thank you so much for remembering Southwestern!


TYPE OF GIFT
ADVANTAGES
BENEFICIARY
Gift That Pays You Income
Charitable Gift Annuity
- Current income tax deduction; portion of payments may be tax-free; fixed, predictable payments.
One or two annuitant beneficiaries, SWOSU is future beneficiary
Gifts SWOSU Can Use Now
Outright
- Current income tax deduction; seeing gift used during your lifetime; potential gift tax savings on transfer of assets to individual beneficiaries.
SWOSU is immediate beneficiary
Gifts the University Can Use Tomorrow
Bequest, Life Insurance, Retirement Plans, or Retained Life Estate
- Charitable deduction for taxable estates; allows a large gift at no immediate cost to you; avoid double-taxation of assets; the Foundation applies the full value of plan assets to the purpose of your choosing
SWOSU is future beneficiary