Financial Planning
The Southwestern Foundation supports the university’s commitment to equip men and women to fulfill the calling God has placed on their lives. The Southwestern Foundation also provides counseling and solid financial planning to assist with good stewardship; helping you save taxes, reduce estate expenses and prepare to take care of those you love.
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Fixed & Secure Income FOR LIFE
With the SAGU Foundation Charitable Gift Annuity, your lifetime income is unaffected by economic downturns. Establish a Charitable Gift Annuity with SAGU for yourself, or anyone you choose. You may choose either a Single Life or a Joint and Survivor Annuity. You may also choose to defer payments for a higher annuity rate. A portion of your charitable donation is eligible for an immediate income tax charitable deduction, and a part of the annuity payments may be tax-free. Plus, you can reduce and defer capital gains tax by donating appreciated securities.
| Age | Rate |
|---|---|
| 60 | 4.4% |
| 65 | 4.7% |
| 70 | 5.1% |
| 75 | 5.8% |
| 80 | 6.8% |
| 85 | 7.8% |
Deferred until 65
| Age | Rate |
|---|---|
| 50 | 7.5% |
| 55 | 6.4% |
To serve the missionary body and local churches through opportunities that will raise awareness of world needs, strengthen callings, and develop leadership skills.