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SEU ADVANCEMENT

Planned Giving

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.

Plan Your Gift

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. A charitable bequest allows you to make a meaningful and lasting impact at the university.

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. This option allows you to leave a larger estate gift by paying a small monthly premium over time.

Charitable Remainder Trust

This type of trust can make a meaningful gift to SEU 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. The trust can be established during your lifetime or in your will. Consult your attorney or financial advisor.

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Contact Us

SEU’s Office of Advancement welcomes the opportunity to connect with you to assist in answering any of your questions.

863.667.5455 | advancement@seu.edu