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Gift Planning 

Planned gifts

  • Bequests
  • Gift annuities
  • Charitable trusts
  • Gifts of retirement assets
  • Life insurance policies

Planned Gifts

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 life insurance policies.

Financial Planning Opportunities

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.

In short, gift planning offers many ways for you to substantially increase your support of Willamette and achieve your financial goals and family objectives at the same time. Please click on the buttons at the left for more details about selected topics or to meet the gift planning staff.

Contact us

Office of Gift Planning
(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.