Sherry Sheng, along with her husband Spike Wadsworth '60, made a bequest to endow the Master Gardener director's position, ensuring this important OSU Extension program will thrive far into the future. Read more.
Because of the generosity of Mary and Fred Brauti '49, students like Kala Berkey '10, Pharm.D '14, can pursue their dreams. The Brautis funded their gift with retirement plan assets. Read more.
Through a gift of real estate, Paul and Sandy Arbuthnot created an endowed professorship to strengthen the dairy program at Oregon State University. Their gift supports the work of Extension dairy specialist Lisbeth Goddik. Read more.
It Pays to Have a Plan
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Learn how to protect your financial future and benefit you and your family with the OSU Foundation’s complimentary Estate Planning Guidebook 101 series.
The Office of Gift Planning helps donors and their professional advisors design a giving plan. Thoughtful, informed planning can yield significant benefits — for the donor and for Oregon State University.
Here are a few examples of Gift Planning in action:
After careful consideration, an alumnus gives a tax-burdened asset to OSU and a tax-advantaged asset to an heir.
A donor creates a new scholarship with stock and plans to endow it later through a bequest.
An alumna creates a charitable trust that provides her income for the rest of her life and benefits OSU in the future.
A couple decides to leave their residence to OSU in their wills, with provisions that the sale of the home support scholarships
Planned gifts include bequests, trusts, gift annuities, and other gift vehicles. Planned gifts can be funded with many different types of assets, including securities, real estate, CDs, and retirement assets.
Often, combining the right asset with the right gift vehicle is the key to meeting your financial and charitable goals. Contact us to learn more.