Gift Planning
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The Gift Planning Office
Washington State University Foundation
Phone: 509-335-6686
Fax: 509-335-8419
Email: gpoffice@wsu.edu
P.O. Box 641925
Pullman, WA 99164-1925
Theresa Boyer Theresa Boyer
Senior Director of Gift Planning
Spokane
Phone: 509-358-7584
Email: theresa.boyer@wsu.edu
Becky Magnuson Becky Magnuson
Director of Gift Planning
Spokane
Phone: 509-335-2575
Email: rebecca.magnuson@wsu.edu
Amanto Marcotulli Amanto Marcotulli
Director of Gift Planning
Vancouver
Phone: 360-546-9243
Email: amanto.marcotulli@wsu.edu
Liz Ryan Liz Ryan
Director of Gift Planning
Seattle
Phone: 206-770-6062
Email: lizryan@wsu.edu
Dawn Gauthier Dawn Gauthier
Manager of Estate and Planned Gift Administration
Pullman
Phone: 509-335-7679
Email: dgauthier@wsu.edu
Barbara Lyon Barb Lyon
Program Manager
Pullman
Phone: 509-335-7883
Email: b.lyon@wsu.edu

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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Suggested Bequest and Beneficiary Designations Language
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Washington State University Foundation

Town Centre Building, 3rd Floor • 255 E. Main Street, Suite 301
PO Box 641925 • Pullman, WA 99164-1925
Phone: 509-335-6686, or 800-GIV-2-WSU (448-2978)
Fax: 509-335-4788 • Email: foundation@wsu.edu

Washington State University

A charitable bequest is one or two sentences in your will or living trust that leave to Washington State University a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to Washington State University, a nonprofit corporation currently located at PO Box 641925, Pullman, WA 99164, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to WSU or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to WSU as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to WSU as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and WSU where you agree to make a gift to WSU and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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