MAJOR GIFTS

Corporate Gift Match

 

Contact your employer for a blank Gift Match application and send to:

Southgate Foundation, Inc.
1959 University Boulevard
Houston, Texas 77030

 

 

Wills, Trusts, & Annuities

 

Many Southgate donors have obtained substantial personal and tax benefits by making gifts through wills, trusts, annuities and other forms of deferred giving. In this way they also provide major benefits for the work which Southgate Foundation is helping to support.

 

Contact Patricia Keefe to learn more about bequests, life income arrangements or gifts involving real estate or closely held stock.

 

 

Gifts of Securities

 

If you wish to make a gift of securities, please call, or ask your broker to call

Patricia Keefe to request instructions.

 

Or, if you prefer, you may send the unendorsed certificate and, in a separate envelope, a signed stock power, enclosing with both a letter stating the purpose of your gift.

 

Gifts of securities can offer a double tax benefit: a tax deduction based on the current fair market value of the gift and the avoidance of capital gains taxes that would otherwise be assessed on the sale of the property.

Copyright Southgate Foundation, Inc. © 2018 
1959 University Boulevard, Houston, Texas 77030