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.

Your Power of Attorney

A Power of Attorney [More]

Memorial and Honorary Gifts: Getting Started

If you have a family member or friend whose life has been touched by Willamette University, we hope you'll consider making a gift to us in honor of that person. [More]

Ways to Pay It Forward

Discover how to use your life insurance as a hassle-free way to support our good work. [More]

Planning for a Financially Secure Retirement

Being ready for a financially secure retirement takes planning that begins early and never really ends. Children grow up. Incomes rise or fall. The time left between work and retirement narrows. But let's focus on best practices during the ages of 55 to 69. [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.