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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.

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.

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