Is This Gift Right for You? 

A charitable gift annuity works for Willamette University supporters who would like to make a gift and receive steady payments in return.

Fast Fact
You Need a Will.When you arrange a charitable gift annuity, you're allowed an income tax charitable deduction in the year you set up the gift annuity when you itemize on your taxes. The size of your deduction depends on the amount we?re expected to receive some day in the future.

Profile of a Giver
  • You want to support Willamette University over the long term.
  • You desire stable payments that are unaffected by changes in the economy.
  • You are nearing retirement and would like to arrange for an extra steady stream of payments to supplement other retirement income, either now or later.
  • You are able to part with cash, stocks or other assets today while maintaining and possibly increasing income received from these assets.
  • You desire income tax relief this year.
We Can Help
Contact Lori L. Hoby at (866) 204-8102 or with any questions about setting up a charitable gift annuity with Willamette University. We're happy to help, without obligation.