Action Items

We hope our website has answered many of your questions about establishing a charitable remainder trust that benefits you and ultimately Willamette University. Here are some actions to take to learn more about this way to provide future support of our mission.

Learn more about annuity trusts or unitrusts.
Calculate how a charitable remainder annuity trust or a charitable remainder unitrust could benefit you.
Contact Steve Brier at 866-204-8102 (toll free) or 503-370-6022 (direct) or giftplanning@willamette.edu with any questions you have or to arrange an appointment to discuss how your gift can help shape the future of Willamette University.

Did you know?
The largest benefit of a charitable trust is the satisfaction of knowing that your gift will support a cause you believe in.

Gift Planning

Action Items