Planned Gifts

Revocable

Bequests

Donors can include a gift to the UW in their Will or Living Trust. It can be a fixed amount ($100,000), a percentage (5% of estate), or the residue (all that is left after specific gifts and debts have been paid), or a specific asset.

Suggested bequest language:

“I give to the Board of Regents of the University of Washington, Seattle, Washington, [fixed amount, percentage of estate, the residue, or description of asset] for the [School/College/Program].”

Donors and their advisors are encouraged to work with the Office for Planned Giving to ensure that the language in a Will carries out the donor’s intentions.

Beneficiary Designations

Donors can name the UW as the beneficiary of a life insurance policy or retirement account and direct their future gift to the school, college or program of their choice.

Irrevocable

Charitable Gift Annuity

In exchange for a gift of cash, stocks or bonds, the UW will pay the donor or his/her loved one a fixed income for life.
Charitable Gift Annuity

Charitable Remainder Unitrust

The donor and the UW enter into a trust agreement. The donor contributes assets to the trust, the UW manages the trust’s assets for the donor’s benefit, and he/she receives a fixed percentage of the value of the trust’s assets, valued annually, each year for life or a term of years. When the trust ends, the remaining trust assets benefit the UW.
Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

The donor and the UW enter into a trust agreement. The donor contributes assets to the trust, the UW manages the trust’s assets for the donor’s benefit, and he/she receives a sum certain of income each year for life or a term of years. When the trust ends, the remaining trust assets benefit the UW.
Charitable Remainder Annuity Trust

Retained Life Estate

The donor can contribute his/her residence, vacation home or farm now while retaining the right to use and occupy the property for life. At his/her death the UW will own the property in its entirety.
Retained Life Estate Gifts