Planned Giving

A planned gift is a charitable gift that is scheduled to happen in the future, usually through a will, trust, or estate plan. Planned giving allows donors to continue to meet their income needs, take advantage of tax incentives, and leave a lasting legacy at the Evans School.

Planned gifts enable donors to give in the way that combines their philanthropic and financial goals. Donors can choose how the gift will be invested to fuel the future of the Evans School and advance our legacy of courageous changemakers.

It is never too early to make a planned gift. Anyone with an IRA, retirement plan or life insurance can name the Evans School as a beneficiary. As you get to the life stage when you are ready to draft a will or living trust, you can add one sentence to complete your gift.

For donors who are retired or getting ready to retire, it may be time to consider other gift options with a tax advantage for you and your loved ones.

Have you already included the Evans School in your estate plan? Please let us know! This will help us recognize and celebrate your giving during your lifetime, as well as help ensure we can carry forward the intentions of your gift. You can fill out a gift intention form or email the development director at the Evans School, Heather Stringfellow at evansadv@uw.edu.

There are a variety of ways to give. Donors are in the driver’s seat and have the ability to decide what and how to give. There are many forms of planned gifts, including gifts that cost you nothing now, gifts that can pay you a fixed or variable income and the ability to decide what happens when.

1. Include a gift to the Evans School in your will or trust, ensuring a lasting legacy for the Evans School.
2. Name the UW as a beneficiary of your IRA or other retirement account, bank account, or life insurance policy. It’s a simple way to support the Evans School.
3. Give to the UW directly from your IRA account. You can satisfy your IRA required minimum distribution. Ages requirements apply.
4. Make a gift of appreciated assets to the Evans School in exchange for a stream of income to you through a charitable gift annuity or a charitable remainder trust.

Whether you have already included the Evans School in your legacy plans or are at the early stages of considering a planned gift, our team would welcome the opportunity to connect to learn more about your intended impact. Please reach out to us today to share more about your goals and explore options.