Planned Giving Home

At the Central Washington University Foundation, we look forward to building a legacy for current and future students and faculty. We do so with confidence, thanks to the generous and thoughtful support from alumni and friends who have become members of our Legacy Society through their planned gifts and those who may to do so in the future. Planned gifts continue to be a vital source of support to the university now and in the future.

Catherine Scarlett
Director of Gift
and Estate Planning

Please take the time to explore this site. Since it changes frequently, you may want to bookmark the site and visit it often.

When you are ready, I look forward to helping you find the right planned gift option to meet your financial goals and to invest in your values to prepare for new opportunities and challenges at CWU. Simply click here to email me at your convenience.

Benefits for Family and the Central Washington University Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

Gifts Through Your Will
"It is our responsibility to provide gifts for present and future students in order to preserve a better quality of life for our state and nation. CWU provided an excellent foundation for my growth and success!..." More on Gifts Through Your Will >>.

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.

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 scarletc@cwu.edu.

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