Donating his rental properties to a charitable remainder trust with Puget Sound allowed Norm to take advantage of numerous tax incentives and receive a lifetime income stream without the headache of being a landlord.
To create their own legacy, Dave and Andrea Schneebeck ’61, P ’92 set up a charitable remainder trust at Puget Sound, which provides them with a life-income now and allows them to make a substantial gift to the university in the future.
In planning her legacy, Regina reflected on the solid business foundation and core values she developed within the nurturing environment of University of Puget Sound. Making an estate gift was a simple, yet profound way for her to express gratitude and support for Puget Sound far into the future.
As a financial planner, Eric helps his clients plan for the future, including which charitable organizations they will support. He decided to take his own advice, and named University of Puget Sound in his will.
Gary ’83 and Terri ’84 Gilmour say that the education they received at University of Puget Sound prepared them for success, that the friendships they made have lasted a lifetime, and, perhaps the greatest compliment of all, that they hope someday their grandchildren may follow in their footsteps.
John named Puget Sound in his estate plan to celebrate his own experience and offer an excellent education for future leaders.
Jon included the university in his will to make a Puget Sound education accessible to future students who may not otherwise have the opportunity.
Melanie named Puget Sound in her will and as a beneficiary of her 401K. For her, making a planned gift was an easy way to support Puget Sound as a young alumna.
Peggy made a deferred gift of a retirement plan designation through a bequest. Her gift will ensure that generations of future Loggers will have access to a liberal arts education that will continue to shape them long after they graduate.
Professor Matthews made a simple legacy gift through a beneficiary designation. He is proud that his gift will support a life-changing Puget Sound education for future students.
Richard and Bonnie's bequest will create a scholarship for promising students like Richard, who otherwise may not be able to afford a Puget Sound education.