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Estate Planning

Welcome and thank you for your interest in supporting The Evergreen State College. Our hope is to serve you and your family with helpful information about how you can include Evergreen in your estate plans.

You will find many resources on this webpage to guide you as you consider your estate plans, along with stories from Evergreen faculty, alumni, parents, and others whose estate plans are benefiting Evergreen students while taking care of their own financial needs.

There's such a wide range of uses for your generosity - you will surely find a match for your passions among them. Student scholarships are always a priority. Is the art gallery or media studies a passion of yours, or adding to the collections of the Daniel J. Evans Library? Perhaps supporting faculty members in their continual pursuit of excellence in the classroom is your highest priority.



Benefits for Family and The Evergreen State College
You probably know that there are many ways to plan your estate, ranging from simple bequests to arrangements that may benefit you and your family right now.

Many of these individuals and families we have included have enjoyed increased income and generous tax savings while benefiting the college. Please take a look at some of the stories below. I look forward to hearing what you find interesting and inspiring.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


IRA - An Unusual Retirement Gift for an Unusual Program - Carol Minugh
The hands pictured here are forming a "peace puzzle." This is an exercise in a very special program I'm part of at the College called Gateways. This effort is important to me because it has demonstrated that young people who have been incarcerated can still turn their lives around and pursue a college degree. More on IRA - An Unusual Retirement Gift for an Unusual Program - Carol Minugh >>.


Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.


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 >>.



Rick Reichert
Major Gifts Officer
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 estate 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 reicherr@evergreen.edu.

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


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