What will SWOSU look like tomorrow?
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|