Discover Your Best Methods of Giving  

Your stage in life, your financial circumstances and your charitable goals all affect when, how and to which charitable organizations you make gifts. Because your decision to support us requires such thoughtful consideration, we want to see that your goals are satisfied.

A Popular Plan for Future Needs
Effective methods for making planned gifts take many forms, such as a bequest through your will, a revocable trust, a unitrust, an annuity trust or a lead trust. Here is an overview of one of the most popular techniques.

Charitable remainder trust (CRT). In return for establishing a CRT, you receive an income for life and an immediate income tax charitable deduction.

There are two types of CRTs. An annuity trust will pay you the same dollar amount you choose at the start. A unitrust will pay you a variable amount based on a fixed percentage of the fair market value of the trust's assets, revalued annually.

Gift Calculator

Calculate how a charitable remainder annuity trust can benefit you.

Gift Calculator

Calculate how a charitable remainder unitrust can benefit you.
Choosing the Right Plan
For retired persons, ages 60 to 75. A unitrust provides a hedge against inflation. If you are more concerned about a declining market, however, an annuity trust is a better choice. For married couples, a unitrust or annuity trust that makes payments throughout both your lifetimes may make more sense.

For all ages. A charitable bequest in your will or revocable living trust ensures a valuable estate tax deduction. You can give cash, specific personal or real property or a share of your estate's residue.

The End Result
We can help you weigh personal factors and make detailed calculations of income and tax benefits you will receive through a gift to Willamette University. Please contact Lori L. Hoby at (866) 204-8102 or for more information.