|
UO Gift Planning
Is the UO
in your will? UO Search
|
Donor StoriesGuaranteed Income for LifeCharitable gift annuities are a key part of Bill and Mary Triska's investment strategy for retirement.A Bequest for Scholar-AthletesJeannette Kimball's tribute to her sister, Betty, is taking the form of a permanent endowment supporting scholarships.Lifetime IncomeLeon Davis enjoys one of the perks of being over 90 — double-digit interest income from his charitable gift annuities with the University of Oregon Foundation.Improving Cash FlowAfter her husband died, Dorothy Goode needed to change her financial strategy in order to maintain her income level. The solution: a charitable remainder unitrust.Save Taxes on Property SaleWhen Steve Lord learned how charitable giving could leverage tax savings, he decided the University of Oregon was a natural fit.Tax-Free IncomeRather than selling some of his appreciated stock, Kent Christoferson gave it to the University of Oregon. Now his income from charitable gift annuities exceeds what he formerly received in stock dividends.Avoid Rental Hassles, Capital GainsRetired professor Yoko McClain traded being a landlord for receiving hassle-free guaranteed income for life. Her planned gift to the University of Oregon also reduced her taxes.Financial SecurityAs "Mr. Geology of Oregon" the one indispensable tool Ewart Baldwin needed to map the lay of thousands of miles of Oregon's rugged landscape was his vintage Brunton pocket transit.Bequest Supports Honors CollegeLongtime UO supporters Ginny Clark Reich and her husband, Roger, want to help provide for future generations of UO students.Bequest for Professorships, ScholarshipsA Duck-loving pair from Portland plans to help future generations of University of Oregon students achieve the American dream.Increase Retirement IncomePatricia and Terrence Boyer say their return on gift annuities with the University of Oregon Foundation is better than when they had the money in stock.Bypass Capital GainsWhen Donald Mickelwait sold his company, he took advantage of the opportunity to save taxes by making a substantial gift to the University of Oregon.Gift Enriches Student ExperienceA bequest from Ursula "Sue" Moshberger has helped send nineteen promising UO students, including undergraduates, to key professional meetings since the endowment was activated in 2007. |
