A Gift in Your Will: Getting Started 

Learn More
We hope you'll consider including a gift to Willamette University in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

  • Simplicity. Just a few sentences in your will or trust are all that is needed. If you are working with your attorney to include Willamette in your will or living trust, or if you would like to name Willamette as beneficiary of a retirement account or life insurance policy, we recommend that you use the following designation: ? "to Willamette University, a nonprofit corporation located in Salem, OR ?" We encourage you or your attorney to contact one of our gift planning professionals to help you ensure that your bequest best accomplishes your intentions regarding Willamette.
  • Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
  • Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
  • Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value.

Question MarkWe understand.
Your circumstances may change and you can change your gift at any time.

How It Works
To make a charitable bequest, you need a current will or revocable living trust.

Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, Willamette University receives your gift.


Charitable Bequest
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Create a will or trust leaving part of your estate to family and part to Willamette University.
Your Will or Trust
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Family
Your Family
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Your death
Willamette University
Putting Your Family First
When planning a future gift, it's sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate's value fluctuates over the years.

eBrochures
Download a free guide about making your first will.

We Can Help
Contact Steve Brier at (866) 204-8102 or sbrier@willamette.edu with any questions about naming Willamette University in your will or living trust. We're happy to help, without obligation.