Willamette University Gift Planning

Willamette University Gift Planning Welcome to the official page for the Office of Gift Planning at Willamette University! There may be immediate tax savings, available to you, as well!

The Office of Gift Planning at Willamette University is here to help you and your financial advisors create a gift plan that meets your financial and philanthropic goals. A properly planned gift to Willamette may help reduce or eliminate capital gains and gift and estate taxes. Contact us for details. Patti Whitcomb Director of Development, Gift Planning; Office: 503-375-5319
Kristeen Jennings, As

sistant Director & Trust Administrator, Gift Planning; Office: 503-370-6552
Sarah Davisson, Development Assistant 503-370-6881

Candace Lindskog BA'70 enjoying a cup of tea on Willamette Day.
02/03/2025

Candace Lindskog BA'70 enjoying a cup of tea on Willamette Day.

Learn 3 simple ways to make a charitable gift from your IRA!
02/03/2025

Learn 3 simple ways to make a charitable gift from your IRA!

Have you considered these easy ways to support our mission with tax-wise gifts from your IRA? Read more to learn about three popular ways to give.

02/02/2025

A sweet Willamette Day wish from a future Bearcat

Happy Willamette Day!
02/02/2025

Happy Willamette Day!

Happy Willamette Day! University Gift Planning

Happy Birthday Willamette University! R. A. Booth Society members, we're so excited to share a virtual cup of tea with y...
02/01/2025

Happy Birthday Willamette University! R. A. Booth Society members, we're so excited to share a virtual cup of tea with you for Willamette Day. To post your photos, click on "Mentions," which may be under "More " if you're using your phone app. Click in the box and share your photo and — at Willamette University.
We can't wait to SEE you!

Founded on February 1, 1842, we are the first university in the West, the first law school in the Pacific Northwest, the top-rated MBA in Oregon, the Northwest's leading school of art and design with PNCA, and the Northwest's top-ranked Master's in Data Science. Most of all, you are Willamette—our alumni. We couldn't be more proud of what's been accomplished when we've come together as one Willamette.

Please join us today as we celebrate our alma mater and say, "Happy Willamette Day!" Here's to the many years ahead!

Non nobis solum nati sumis.

Judy Teufel BA'61, R. A. Booth Legacy Society member enjoying her mug of tea.
02/01/2025

Judy Teufel BA'61, R. A. Booth Legacy Society member enjoying her mug of tea.

02/01/2025

Happy Willamette Day!

Happy Willamette Day from President Thorsett!
02/01/2025

Happy Willamette Day from President Thorsett!

Ready for Willamette Day tomrorow, February 1st from Waller Hall!
02/01/2025

Ready for Willamette Day tomrorow, February 1st from Waller Hall!

02/01/2025

R. A. Booth Society members, we're so excited to share a virtual cup of tea with you tomorrow for Willamette Day. To post your photos, click on "Mentions," which may be under "More " if you're using your phone app. Click in the box and share your photo and

We can't wait to SEE you!

01/23/2025

Review Words from Waller's August 2024 edition. Learn more about the Willamette University President's words and updates that impact the WU community.

Tax-efficient giving strategies...gifts of appreciated property, donor advised funds, charitable trusts and qualified ch...
01/23/2025

Tax-efficient giving strategies...gifts of appreciated property, donor advised funds, charitable trusts and qualified charitable distributions from IRA's. Such strategies can help you optimize your giving and manage your tax liability.

Contact us today for more information. [email protected]

Gift Annuity Rates Are Up, Fund with Your IRA. Read more... Welcome to Gift Planning Making a planned gift is a wonderful way to show your support and appreciation for Willamette University and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. W...

The new year is a perfect time to create or review your estate plan.
01/06/2025

The new year is a perfect time to create or review your estate plan.

Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning. 

Implement powerful charitable planning strategies for 2025!
12/02/2024

Implement powerful charitable planning strategies for 2025!

Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.

To ensure a gift is made in the most tax-wise way, it is important to be aware of the many nuances of the IRS rules for ...
11/09/2024

To ensure a gift is made in the most tax-wise way, it is important to be aware of the many nuances of the IRS rules for delivery of philanthropic gifts.

Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities. 

National Estate Planning Awareness Week: October 21-27Why is estate planning important? Click link to find out.
10/01/2024

National Estate Planning Awareness Week: October 21-27

Why is estate planning important? Click link to find out.

Blog Current Featured PostOctober 2024 Celebrating National Estate Planning Awareness Week: October 21-27, 2024 This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include. Read mo...

Investment advisors agree that rebalancing a portfolio at a certain frequency is a smart practice.
09/04/2024

Investment advisors agree that rebalancing a portfolio at a certain frequency is a smart practice.

Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.

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900 State St
Salem, OR
97301

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The Office of Gift Planning at Willamette University is here to help you and your financial advisors create a gift plan that meets your financial and philanthropic goals. A properly planned gift to Willamette may help reduce or eliminate capital gains and gift and estate taxes. There may be immediate tax savings, available to you, as well! Contact us for details.

Charisse Pudiquet, Assistant Director of Development, Gift Planning; Office: 503-370-6597

Cathy Gaskin, Director of Development, Gift Planning; Office: 503-370-6492

Kristeen Jennings, Trust Administrator, Gift Planning; Office: 503-370-6552