LEAVING A LEGACY

Planned Giving

A planned or deferred gift enables you to make a larger gift to Southeastern University than you may have thought possible, while still providing financial security for you and your family.

Here are a few ways you can leave a lasting legacy.

Bequest

One of the easiest and most flexible ways to leave a legacy gift is bequeathing a gift to SEU in your will or trust, which the university will receive upon your death. A bequest, or estate gift, may be in the form of cash, stock or real property.

Beneficiary of Life Insurance or IRA

This option allows you to designate SEU as a beneficiary of your insurance policy or IRA, either in your existing policy or in a new, separate policy naming SEU as the sole beneficiary.

Charitable Remainder Trust

This type of trust can make a meaningful gift to Southeastern while providing income for life (or a specific term) for yourself and/or others. This gift can increase current income and diversify assets—without up-front capital gains tax.