The Legacy Society The Legacy Society, established in 1986, is an honor club for those who have made gifts to the University of Puget Sound through bequests, life income gifts, insurance policies and other estate planning vehicles.
Alumni and friends who are making legacies to the University in their estate and financial plans will fulfill their philanthropic goals by helping Puget Sound construct buildings, increase its endowment and provide for the ongoing needs of students and faculty. Membership in the Legacy Society is one way that the University of Puget Sound expresses its appreciation to these important supporters.
Benefits of Membership
The greatest benefit of belonging to The Legacy Society is the satisfaction of knowing that your long-range plans will help future students receive the advantages of Puget Sound's liberal arts education. As a member, you will also receive these special benefits:
- A specially designed cloisonné lapel pin.
- Recognition in the Society's membership roster (only with your permission.)
- Invitations to the Society's annual reception and other University events.
- Complimentary, confidential estate planning services from the Office of Gift Planning.
Requirements for Membership
You become a member of the society when you indicate in writing that you have made an estate gift to the University of Puget Sound. Some gifts that qualify you for membership are:
- Making a bequest in a will or trust.
- Naming the University as a beneficiary of a life insurance policy.
- Creating a life income gift that will ultimately benefit the University.
- Naming Puget Sound as a beneficiary of an IRA or other retirement plan.
- Naming the University as a beneficiary of a savings account (Totten Trust.)
- Many other gifts may quality as well.
How to Join
To join The Legacy Society, please complete the Enrollment Form or contact the Office of Gift Planning directly via e-mail or by calling 800.762.5188. | 
