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SOUTHEASTERN UNIVERSITY

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.

Charitable Income Plans

This planned giving opportunity sets up a charitable gift annuity or charitable remainder trust, where you receive annuity income while living, and your heirs can also receive annuity income for a defined period. Southeastern receives a portion of your estate as a gift after your family members or other beneficiaries have received their estate benefit.

Beneficiary of Life Insurance or IRA

This option allows you to designate Southeastern University as a beneficiary of your insurance policy or IRA. You may leave a benefit to SEU in your existing policy, or you can purchase a separate life insurance policy naming Southeastern as the sole beneficiary. This option allows you to leave a larger estate gift than you might normally be able to give by purchasing a new policy and paying a small monthly premium over time.

Bequest

One way to leave a legacy gift to Southeastern University is when you bequeath a gift to SEU in your will or trust that the university receives upon your death. A bequest, or estate gift, may be in the form of cash, stock, or real property.

Contact Us

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

863.667.5455  |  advancement@seu.edu