For Professional Advisors
Professional advisors play a critical role in philanthropy and are valued partners of Willamette University. At Willamette we are committed to partnering with you and your clients to help create gift plans that best match your clients’ personal and philanthropic goals.
Our staff is familiar with the broad range of programs and opportunities for support available at Willamette, gift acceptance policies, and the many giving vehicles including wills and trusts, life-income gifts, and retirement plans. We can also help you and your clients draft the proper language to include in their planning documents to ensure their gift to Willamette best represents the legacy they wish to leave (i.e., an endowed fund, a restricted scholarship, and the like).
Most important, we listen and respond to the needs and concerns of those individuals and families who want to help us in our mission of educating the thought leaders of tomorrow from the Pacific Northwest and beyond. We invite advisors to contact us when they have questions regarding charitable gifts to Willamette or when clients need assistance exploring the charitable legacy that would be most meaningful to them.
© Pentera, Inc. Planned giving content. All rights reserved.