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Planned Giving

A planned gift is any gift that requires the assistance of a professional staff person or the donor's advisors to complete, or a gift that is carefully considered by a donor in light of estate and financial plans. The gift can be for any amount and for any purpose, whether current or deferred.

There are several ways to make a planned gift.

  • Bequests - The most frequently used planned gift option is a bequest in your will. Charitable bequests are fully deductible for estate tax purposes.
  • Life Income Gifts - Easily established, trusts and annuity gifts can offer you an immediate tax deduction and lifetime income.
  • Gifts of Personal Residence or Farm - Such gifts can provide you with an immediate tax deduction as well as lifetime use of the property.
  • Charitable Lead Trusts - Generation-skipping provisions allow assets to pass to your grandchildren after providing income to the University for a period of years.

For further information on planned gifts, visit the website for Washington University's Office of Planned Giving or contact Daniel Miller, the Director of Development for University Libraries.