Estate Planning and Planned Giving at Marylhurst
Marylhurst University offers a full range of estate planning and planned giving resources, expert advice and confidential planning services that are free of charge to those associated with the university.
These services exist to help you develop a thoughtful estate plan or to consider various, more complex methods to make current gifts as well. Our purpose is to simply serve you well in this often complicated area of your life.
Gifts that Provide Income – Gift Annuities & Charitable Remainder Trust
A gift annuity, one of the most popular forms of life income arrangements, offers many advantages. First and foremost, the payout rates for gift annuities are typically very attractive to people in their 70s, 80s and 90s.
//Learn more about gift annuities
Charitable Remainder Trusts
Charitable remainder trusts can be one of the most powerful planning tools available as you do your retirement and estate planning. CRTs afford you potentially five favorable tax outcomes by virtue of one financial transaction.
//Learn more about Charitable Remainder Trusts
Create Your Own Marylhurst Endowment
Endowments at Marylhurst University provide us with a more secure financial future. Establishing a permanent endowment in your name or the name of a loved one is a wonderful way to create a legacy, as well as provide ongoing support to Marylhurst. We can structure endowments to generate support for:
- Capital expansion
- Continuous technology enhancement
- Library upgrades
A contribution or bequest of $25,000 or more will establish a named endowment. To learn more about setting up an endowment or supporting one already in place, please call 503.699.6251.
Gifts of Stocks, Insurance, Retirement Plans & Real Estate
Additional ways to provide ongoing support to Marylhurst University include gifts of:
- Life insurance
- IRAs and retirement plans
- Real estate
Bequests to Marylhurst
Often referred to as “bequests,” a person or couple can simply name Marylhurst University as a beneficiary in their estate documents, regardless of whether they use a will or living trust. This is one of the most meaningful ways Marylhurst University can be supported by those who have been touched in some way by the work we are doing. And it’s easy to do.
To designate your gift for a specific purpose
You may designate will or trust provisions for a specific purpose, such as scholarships, the library or academic programs. If you wish to restrict the use of your gift, we encourage you to contact us to ensure we fully understand your wishes. In case of a restricted bequest, many people like to add language that gives Marylhurst University flexibility to use the funds for some other purpose in the event that the project or purpose designated by the donor is no longer needed when the funds become available. We recommend adding the following sentence to the end of your bequest provision:
“If, at the time this bequest becomes effective, the funds are not needed for this purpose, then Marylhurst University may direct the funds to be used for a purpose as closely related as possible to the original purpose described in this provision.”
How to Become an 1893 Legacy Society Member
Becoming a member is simple. You can write or call Marylhurst University to tell us you have included Marylhurst as a beneficiary in your estate plan.
When you write or call, please indicate which of the following applies to you:
- I am considering becoming a member of the 1893 Legacy Society
- I already have named Marylhurst University as a beneficiary in my estate plan
- I would like copies of the Estate Planning Guide and Estate Inventory Form
- I would like to speak to someone about estate planning
Members of the 1893 Legacy Society are honored in publications and invited to special events. They also know their gifts will benefit generations of Marylhurst students to come. Call 503.699.6251 for more information.
Marylhurst accepts pledges for gifts of $1,000 and greater. All pledges must be made in writing and include a payment schedule. Pledges may be paid over a three- to five-year period in annual, semiannual or quarterly installments.
Contact University Advancement
Your gift powers the next generation. Please contact us with any questions you may have. We’d love to help you make a difference in our students’ lives.
Office of University Advancement