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Bequests

WHAT ARE THE BENEFITS OF MAKING A BEQUEST?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings
 
HOW DO I MAKE A BEQUEST?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, or SWOSU Foundation as part of your estate plan.

 

WHAT ARE MY OPTIONS?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

 

HOW DO I GET STARTED?

We encourage you to speak to your personal financial advisor to assess the gift option that is best for you.
Please CONTACT US when you are ready to make a bequest or with your SWOSU-specific questions.

Questions about Planned Giving? Contact Clarke Hale, Assistant Director for Development, at clarke.hale@swosu.edu, or (580) 774-3267.