Gift Planning

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 already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option.

Q&A: Take a Closer Look at Your Financial Plans

When making a long-term life plan, it's important you know the fine details of your finances and estate. As you learn more about your assets, you eliminate future risk for loved ones inheriting your estate. Be sure to share your plans with the people you care about. Here are the questions—and answers—to preserve what you are planning on passing on. [More]

Find a Gift That Works for You

You've always answered the call to help others, and now that you want to extend that support through gifts of treasure, where do you start? It's easiest to begin with what you know—your overall goals. Use this checklist to match your wishes with the right charitable path for you. [More]

Should Estate Planning Be Called Life Planning?

Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you. [More]

The Dangers of DIY Wills

Don't let your family lose money to legal fees, taxes and interest because of a do-it-yourself will. Learn a lesson from this real-life example of a DIY will gone wrong. [More]

Contact us

giftplanning@willamette.edu
(503) 370-6022
(866) 204-8102

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.