Welcome to the University of Puget Sound Gift Planning

Thank you for visiting the University of Puget Sound's website for gift and estate planning. We hope that you find the information here helpful as you prepare your estate and gift plans.

Be sure to read our stories about people who have supported the university in their estate and financial plans.  They will give you an idea of how charitable gifts can help you, your family and Puget Sound.

Gift annuities have been particularly popular this year because of their rates. Be sure to use the gift calculation to determine your benefits. You can get to it by clicking on the "Calculate Your Benefits" link to the left.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Weekly Article

Create a Memory for Your Loved One Labor Day was instituted to commemorate America's hard working labor force and was scheduled at the end of summer. It was the last big weekend before returning to a five-day work week. More ...

ePostcard Article - The Benefits of a Life Estate Gift  ... Read Further...

Alumni Leader Helps Future Legacies With His Bequest "It's a wonderful college," said National Alumni Board member Guy Falskow '60 when he explained why he had included the University of Puget Sound in his estate plan. More on Alumni Leader Helps Future Legacies With His Bequest >>.

Goss Career Helps WWII Allies and Benefits Puget Sound After leaving Puget Sound with his bachelor's degree in physics, Wilbur Goss '32 could not have imagined that his career would have a significant impact on the nation's future. More on Goss Career Helps WWII Allies and Benefits Puget Sound >>.

Grateful Alumnus Creates Trust and Scholarship Fund It was September 2002 when Norm Jacox '67 contacted the university's gift planning office to discuss his interest in creating a charitable remainder trust. More on Grateful Alumnus Creates Trust and Scholarship Fund >>.

Coy and Nadine Mobley Geology Scholarship Fund Department of Geology alumni Coy '51 and Nadine '51 Mobley are giving back to the University of Puget Sound. More on Coy and Nadine Mobley Geology Scholarship Fund >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our gift planning staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.