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 eBrochuresto request specific information on a planning option.

Give This, Not That

You might be worried that by including a gift to a charitable organization in your estate plans there will be less assets left for children, family and friends. While some estate gifts are passed on with a heavy tax percentage, others can be passed down income tax?free. [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]

When Is the Best Time to Give?

While many gifts can be established at any time, certain donation options provide more advantageous benefits when given either before or after retirement. [More]

Remembering Why We Help Others

Don't let your giving become simply another task you need to accomplish. Get back to the inspiration for your generosity and next time you make a gift it?ll mean a lot more than the fact that you get to cross something off your to-do list. [More]

Contact us

giftplanning@willamette.edu
503-370-6546
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.