Gift Planning

Gift planning enables you to support Willamette University more efficiently, provide financial benefits for you and your family, and choose the University programs you want to benefit from your gift. Planned gifts to the University include bequests, gift annuities, charitable trusts, gifts of retirement assets, and gifts of securities, real estate, and other property.

In addition to satisfying philanthropic goals, your gift to Willamette can offer significant financial planning opportunities. Planned gifts offer income tax charitable deductions and allow the donor to avoid capital gains tax on the transfer of appreciated assets to the University. Some gift arrangements can actually serve to increase your income. Our life income plans help alumni and friends of Willamette leave a legacy at the University while securing lifetime income for themselves.

If you're not sure where to begin, try our Build Your Gift planner.

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option.

Master the Art of Philanthropy

When you donate to the organizations that are close to your heart, make sure your dollars will make a meaningful difference. By planning your contributions to Willamette University, you maximize tax savings and make a personalized impact on Willamette University. [More]

Counting the Benefits of Giving Cash

Want to support Willamette University with a simple, straightforward gift of cash? Learn more about how this type of gift benefits us and you. [More]

Planning Today So You Can Give Later

If Willamette University is close to your heart and it's important to you to support our mission, you may be interested in these creative ways to benefit us far into the future that don't affect your budget today. [More]

What Your IRA Can and Can't Do

For many of us, 401(k)s, IRAs and retirement plans will constitute the bulk of our net worth, aside from our homes. But if you?re planning on leaving these funds to family or friends, perhaps you should think again. [More]

Contact us

giftplanning@willamette.edu
(503) 370-6022
(866) 204-8102

We would be happy to discuss (in confidence) with you or your professional advisors the many ways to make gifts that benefit both you and the University.