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.

A Resolution You Must Keep: Take Control of Your Estate in 2015

Every year, we ritually make resolutions to improve our lives—exercise more, be on time, put more money into our savings accounts. While some resolutions are more critical than others, updating or creating your estate plan is one promise you must keep. [More]

Is Your Will Missing This?

If you want to protect your family and assets, then your will is the most vital document you can own. That's not all your will can accomplish, though. By adding a few simple words, you can extend your charitable support beyond your lifetime. [More]

Share Your Good Fortune

Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future. [More]

A Penny-Wise Way to Help

Looking for creative ways to support Willamette University during your retirement years? By naming us as the beneficiary of your retirement plan assets or insurance policies, you can provide the support you desire without giving up assets today! [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.