Hi! My name is Deborah DeWees.  I have been serving as the Assistant Director of Gift Planning at Western, however I have now moved into the position as Executive Director of the Alumni Association.  Betty Krejci will be assuming the role of  Director of Estate Planning.  We are in transition right now, so please excuse our website.  We have some changes to make.  In the meantime, please don't hesitate to contact Betty if you have any questions!  Betty.Krejci@wwu.edu

What is gift planning and what are the benefits?

"Gift Planning" is an exciting way to fulfill philanthropic goals, because planning a gift through your estate provides not only a gift in support of Western Washington University but also multiple financial and tax benefits to you and your family. The right type of planned gift will depend greatly on your personal situation, needs and objectives.

• Hear from other donors and read about student scholars.
• Learn about different gift planning options.
• Meet our gift planning staff. We are here to help you.

WWU Gift Planning Staff

We are pleased that you are exploring the many options and wonderful benefits of gift planning. Our Planning Giving office would like to help you. Our staff works with individuals who are planning to make gifts through provisions in their wills, pension programs, or other financial arrangements.

We are here to offer you confidential, complimentary, no obligation help with creating the most appropriate financial and estate plan for your financial, personal and charitable goals.

Flexible Deferred Gift Annuity Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Property Turns Into Income Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.

Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Weekly Article

Experience the Benefits of a Unitrust Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ...