Planned Giving Home

Thank you for your interest in Gonzaga University. We have an increasing number of alumni and friends who are benefiting from life income gifts, gift annuities and other estate gift plans. These gifts provide wonderful benefits, from increased income to generous tax savings, for our benefactors. Following are examples of the most common gift plans utilized by our alumni and friends. We invite you to click on the pictures below and view each story.

Wills Guide Presentation

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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Gonzaga University. More on Easy IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks for the visit. Give us a call if we can help (509/313-6141 or 800/388-0881 ) or simply click here to email us at Gonzaga.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@gonzaga.edu.

If you are a professional advisor, you may take the following steps on this site.