Gift planning enables you to support Willamette University more efficiently, provide financial benefits for you and your family, and choose the University programs you want to benefit from your gift. Planned gifts to the University include bequests, gift annuities, charitable trusts, gifts of retirement assets, and gifts of securities, real estate, and other property.
In addition to satisfying philanthropic goals, your gift to Willamette can offer significant financial planning opportunities. Planned gifts offer income tax charitable deductions and allow the donor to avoid capital gains tax on the transfer of appreciated assets to the University. Some gift arrangements can actually serve to increase your income. Our life income plans help alumni and friends of Willamette leave a legacy at the University while securing lifetime income for themselves.
If you're not sure where to begin, try our Build Your Gift planner.
If you are 70½ or older, the extended charitable IRA rollover legislation benefits you! While easy to accomplish, this tax-smart gift option enables you to jump-start your legacy and witness the benefits of your generosity to Willamette University. Take a moment to review the questions and answers here to see if this arrangement is right for you. [More]
Do you have property that you have owned for more than one year that is now worth more than you paid for it? If you sell that property, you will owe capital gains tax on the appreciation. And with the 2013 capital gains tax rate at the highest it has been since 1997, charitable gifts of appreciated property make sense now more than ever before. [More]
Children add much joy to life, but they also bring about the need for many new tasks. Possibly the most important task is planning a secure future for them in the event that you won't be here. If you've already created a plan, how accurate is it today? [More]
Do your parents have a good handle on their estate plans? Do you know what role you will play in their plans? Now is the time to ask these important questions. [More]
If you would like to take care of your grandchildren while also helping a cause you care about, you're in luck. Read on to learn how to meet your goals. [More]
We would be happy to discuss (in confidence) with you or your professional advisors the many ways to make gifts that benefit both you and the University.