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Through these financial arrangements, you can make a substantial donation to the Oregon State University Foundation and still earn income from the donated assets. Contact Us
“We couldn't be more pleased with our decision to establish a gift annuity—especially in this difficult economy...”
Janet ’57 & Ralph Holland ’57
— Portland, OR
A charitable gift annuity is a simple contract between you and the OSU Foundation. In exchange for irrevocably transferring cash or securities valued at $25,000 or more, the Foundation agrees to pay a fixed annual payment for one or two annuitants. Benefits can include an income tax deduction, lowered estate taxes, and the increased financial security of regular payments. After the lifetime(s) of the annuitant(s), the remaining funds will support Oregon State University. Rates depend on the age(s) of the annuitant(s) at the time the gift is made.
You may also establish a gift annuity now but begin receiving payments at a future date. By deferring receipt of the annuity payments, you will receive a higher annual payment.
In this gift plan, a donor transfers assets to a trustee, which can be the OSU Foundation, another financial institution, or an individual. During the term of the charitable remainder trust, the trustee distributes income to a beneficiary designated by the donors (most often the donors themselves). Payments will vary according to the terms of the trust. A trust can be funded with cash, securities, real estate, and certain types of business interests. There are several potential tax benefits to establishing a trust, including an income tax deduction, capital gains tax savings, and reduced estate taxes. At the end of the trust’s term, the remainder benefits Oregon State University, according to your wishes.
Similar to a CRT, a charitable annuity trust offers the donor a fixed dollar payment rather than a fixed percentage of the trust’s value. At the inception of the trust, you can determine the annual payment amount. This income will remain unchanged for the term of the trust. As with the CRT, you can see an income tax deduction, capital gains tax savings, and reduced estate taxes.
For more information or to begin planning your gift, please contact:
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Or contact us by phone: 800-336-8217