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University of Oregon Gift Planning
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Donor Stories

Bill and Mary Triska

Guaranteed Income for Life

Charitable gift annuities are a key part of Bill and Mary Triska's investment strategy for retirement.
Jeannette Kimball

A Bequest for Scholar-Athletes

Jeannette Kimball's tribute to her sister, Betty, is taking the form of a permanent endowment supporting scholarships.
Leon Davis

Lifetime Income

Leon 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.
Dorothy Goode

Improving Cash Flow

After her husband died, Dorothy Goode needed to change her financial strategy in order to maintain her income level. The solution: a charitable remainder unitrust.
Steve Lord

Save Taxes on Property Sale

When Steve Lord learned how charitable giving could leverage tax savings, he decided the University of Oregon was a natural fit.
Kent Christoferson

Tax-Free Income

Rather 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.
Yoko McClain

Avoid Rental Hassles, Capital Gains

Retired 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.
Ewart Baldwin

Financial Security

As "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.
Ginny Clark Reich

Bequest Supports Honors College

Longtime UO supporters Ginny Clark Reich and her husband, Roger, want to help provide for future generations of UO students.
Ray and Carla Robertson

Bequest for Professorships, Scholarships

A Duck-loving pair from Portland plans to help future generations of University of Oregon students achieve the American dream.
Patricia and Terrence Boyer

Increase Retirement Income

Patricia 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.
Donald Mickelwait

Bypass Capital Gains

When Donald Mickelwait sold his company, he took advantage of the opportunity to save taxes by making a substantial gift to the University of Oregon.
Donald Mickelwait

Gift Enriches Student Experience

A 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.