The 1840 Society is a special organization created to recognize people who have included the University in their estate plans in the following ways:
- As a beneficiary of a will.
- As a beneficiary of a life insurance policy.
- As a beneficiary of a retirement plan.
- By establishing a charitable gift annuity or remainder trust that pays them back money during their lifetimes.
We invite you to join the 1840 Society and become a member of a distinguished group that is setting an example for others. Becoming a member is easy: Just let us know the University is part of your estate plan by completing and returning the Estate Intention Letter.
Members are recognized in an online honor roll and receive special invitations to exclusive University, donor-only events and a beautifully engraved Southwestern gift. Most importantly, you will receive our profound appreciation and the knowledge that you will be helping the University you so love.
The Southwestern student body encompasses the world's most aspiring minds—minds that need the physical and intellectual resources to explore, discover, and create freely. Estate gifts ensure our ability to enrich the educational experience for all students, support faculty and new research, provide scholarships, and keep our library, laboratories, and facilities up to date for generations to come.
What do you want your gift to do? By making your estate gift plans known, we can ensure your gift will be used exactly as you intend.
We are eager to welcome you to the 1840 Society, so please call April Hampton Perez ’89 at 512-863-1485 or email firstname.lastname@example.org and let the University know of your estate gift and allow us the opportunity to show our appreciation for your generosity of spirit by becoming a member of this special group of loyal supporters of Southwestern.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.