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.
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An up-to-date estate plan is one of your most effective tools for protecting the security of your loved ones. But did you know that you can also use your estate plans to support Willamette University? [More]
When was the last time you checked the balances on your and your spouse's accounts? Do you know how? To protect yourself and your family, it's essential that you know about your family's finances and estate plans. Take this quiz to see how much you know. [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.