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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.

Dependable Income for An Evergreen Pioneer - Bernice Youtz
My commitment to Evergreen is in the form of a life income gift. It provides me with a steady, dependable check that I can rely on as part of my retirement income. More on Dependable Income for An Evergreen Pioneer - Bernice Youtz >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, The Evergreen State College shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.


An Estate Gift with Tax-Wise Giving - Mark Souder '80
My experience at Evergreen was life transforming. My parents were generous enough to support most of my education expenses, but the rest of my dorm-mates in D-403 weren't as fortunate and may still be paying off those student loans. More on An Estate Gift with Tax-Wise Giving - Mark Souder '80 >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.



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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