Gifts to SMU through trusts and estates have provided a cornerstone of security for the University throughout its lifetime, contributing to SMU’s financial stability and ensuring ongoing support for a range of priorities.
Donors who notify SMU of a planned gift by December 31, 2015, also can elevate their participation in The Second Century Campaign without the need to tie up assets in the near term.
“Many people mistakenly believe planned giving is only for those who are wealthy,” said Kal Grant ’88, ’00, managing director of Tolleson Wealth Management and SMU’s Planned Gifts Advisory Council Chair.
“In reality, every individual and family can make a difference to SMU through planned giving. Unlike cash donations, planned gifts are typically made from assets in your estate, rather than with disposable income needed during your lifetime. They can even be made with portions of life insurance or retirement accounts,” said Grant.
SMU is placing special emphasis on planned giving in 2015, the centennial of the University’s opening and the campaign’s final year. SMU’s Dallas Hall Society, which recognizes those who have made arrangements to provide a planned gift, gained more new members in the period from June 1, 2014, through March 31, 2015, than in the entire previous fiscal year. To become a member, a donor must simply notify SMU in writing of the planned gift.
To learn more about planned giving, contact Amy Albritton Eaker ’99, director of Planned and Endowment Giving, at 214-768-1911 or email@example.com.