- Willamette
- Support WU
- Gift Planning
- Ways to Give
- Charitable Remainder Trusts
- Is This Gift Right For You?
Is This Gift Right for You?
A charitable remainder trust has special appeal for Willamette University supporters who would like to make a gift and receive income in return. Review the checklists below to see if you fit the profile for either type of charitable remainder trust.Annuity Trust
- You would like more future income.
- You want a fixed income you can count on.
- You own low-yield assets that are worth more now than when you purchased them.
- You want a higher current income without incurring up-front long-term capital gains taxes.
Unitrust
- You would like more future income.
- You want payments that hopefully keep up with inflation, and you don't mind if the payments vary from year to year.
- You own low-yield assets that are worth more now than when you purchased them.
- You want a higher current income without incurring up-front long-term capital gains taxes.
- You like the idea that additional assets can be added to the trust during your lifetime.
| Calculate your possible benefits with a charitable remainder annuity trust or a charitable remainder unitrust. |
Helpful Resources
Your legal and tax advisors can help you further determine whether a charitable remainder trust is right for you. To learn more about how you can support Willamette University through a trust, contact Steve Brier at 866-204-8102 (toll free) or 503-370-6022 (direct) or giftplanning@willamette.edu.

