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.
Communicating Your Plans With Loved Ones
You may be as hesitant about bringing up your estate plans to your loved ones as they are about asking you to cover this sensitive topic. Do your family, and yourself, a favor by bringing up the subject first. Everyone will be glad you did. [More]
Should Estate Planning Be Called Life Planning?
Guess what! If you have belongings, you have an estate. And without a plan, your estate could be subject to what the courts decide in case anything happens to you. [More]
Your Will: Overhaul vs. Update
Use our guide to learn when you simply need to update your will and when you need an entirely new will. [More]
A Donation Option With Double the Tax Benefits
Before you reach for your checkbook, don't overlook the benefits that a donation of stock can present. Even during hard times, you may still have stocks worth more today than when you purchased them, making a gift to Willamette University a tax-wise choice. [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.