The Southern University Foundation’s Legacy Giving Office serves to provide resources and support to donors interested in making a commitment to give to the university via bequests, wills, trusts, or other estate planning mechanisms. Legacy giving (also known as planned Giving) will play a crucial role in the financial sustainability and long-term success of philanthropic efforts at the Southern University System. Unlike immediate donations, legacy giving involves planning and executing a donation that will have an enduring impact, often stretching far into the future.
The process of making a lasting impact through legacy giving to Southern University begins with the following steps:
- Complete the Interest Form: Once submitted, you will be contacted by a member of our team to discuss your philanthropic goals and the available giving opportunities through the Southern University System Foundation (SUSF).
- Sample Gift Agreement: We will provide you with a sample gift agreement that outlines the details of how your gift will be directed and used for programming.
- Supplemental Documents: The donor will provide supplemental documents, such as a beneficiary form, other legal or financial planning documents that acknowledge the financial commitment to the University.
The relationship with SUSF continues, and you will receive annual updates about your investment.