Willamette University

Gift Planning

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.

Chart Your Charitable Path

Whether you need to save on taxes, want the flexibility to change your mind, or wish to provide for loved ones and support Willamette University, we have an option for you. [More]

Even 1 Percent Matters

"Do I really have enough money to donate to change lives?" If you are doubting your ability to make a difference, you'll want to read about these gift options that could change your mind. [More]

Are You Ready to Inherit Your Parents' Estate?

An inheritance can come with more than a lump sum of cash; newfound wealth also brings with it anxiety over what to do with the money and how to spend it. With help, you can feel good about your choices. [More]

Planning for a Financially Secure Retirement

Being financially secure in retirement takes planning that begins early and never really ends. Run through our checklist for a quick look at age-appropriate tasks. [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.