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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 Toni Reel, the Temporary Director of Development for University Libraries.