A Family-First Philosophy

Take Care of Your Own and Then Southern Methodist University

They say charity starts at home, and that can be especially true during uncertain economic times. If you’re worried that you won’t be able to provide for your family, you might overlook a gift to the organizations and causes that also need your support.

Through gift planning, you can choose a method of giving that protects your family’s needs and offers greater tax savings. Here are a few ways you can support Southern Methodist University.

  • A gift in your will. You may find the flexibility of naming Southern Methodist University in your will or living trust appealing because you can change your mind at any time. By leaving a percentage of your estate to SMU, gifts to family members and other loved ones remain proportional no matter how your estate fluctuates over the years.
  • Retirement plan assets. Because retirement plan assets can be heavily taxed when left to family, it can be tax-savvy to leave these assets to charity through beneficiary designations.
  • Life insurance. Life insurance is a simple way to make a big impact. You can leave all or a portion of your life insurance policy to SMU.
  • Charitable gift annuity. Charitable gift annuities are a strong gift option. Contact us to learn more about this way to give.

How to Give

Looking for other ways to give to Southern Methodist University? Contact SMU's Office of Gift Planning at 214-768-1911 or plannedgiving@smu.edu to find a gift that best fits your situation. We are happy to help!

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Personal Estate Planning Kit Request Form

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