These planned gifts may provide tax benefits and some offer fixed income for life:

Bequest

You designate PSU as the beneficiary of your asset by will, trust or other instrument. Read more…  

Charitable Gift Annuity

You transfer your cash or appreciated property to PSU in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life. Read more…  

Charitable Unitrust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years. Read more…  

Charitable Annuity Trust

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years. Read more…  

Charitable Lead Trust

You transfer your cash or property to fund a lead trust that makes gifts to PSU for a number of years. Your family receives the remainder at substantial tax savings. Read more…  

Sale and Unitrust

You give a portion of your property to PSU to fund a charitable remainder trust. When the entire property sells, you receive cash and income for life. Read more…  

Bargain Sale

PSU purchases your property for less than fair market value. You receive the cash and a potential charitable deduction for the difference between the market value and purchase price. Read more…  

Give it Twice Trust

If you are looking for a way to provide your children with income while making a gift to charity, the Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust. Read more…  

Life Estate Reserved

If you would like to leave your home or farm to PSU at your death and receive a current charitable tax deduction, a life estate reserved might offer the solution you need! Read more…

Other Gifts

Cash

Making a gift of cash is simple and easy and you may receive a charitable tax deduction in return. Read more... 

Stocks and Bonds

By making a gift of appreciated securities, including stocks or bonds, you may avoid capital gains tax that would otherwise be due if you sold these assets. Read more... 

Real Estate

With a gift of real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property), you may avoid capital gains tax. Read more... 

Retirement Assets

A gift of your retirement assets, such as an IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift. Read more...

Insurance

If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift to PSU to help students succeed. Read more...

To learn more about how these giving vehicles may benefit both you and Portland State, please contact:

Office of Planned Giving
503-725-4478
plannedgiving@pdx.edu