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Seattle University Gift Planning
Welcome and thank you for your interest in Seattle University. Our hope is to serve you and your family with helpful information about how you can include the University in your estate plans.
As a convenience to donors, professionals and our community, we have provided links to independent websites created and managed by Crescendo Interactive, Inc., an independent resource provider. These independent websites offer comprehensive information, resources, and interactive tools related to planned giving. We invite you to use the links to learn more about how to reach your estate planning goals with Seattle University's assistance.
We have an increasing number of friends at Seattle University who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning and how you can support Seattle University's mission.
Jane Orr
Senior Director,
Planned Giving
orrj@seattleu.edu |
Andrea King
Associate Director,
Planned Giving
kinga@seattleu.edu |
| Thanks very much for visiting us! We would be very pleased to help you. Please phone us at 206-296-6974 if we can be of assistance. |
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Read About the Benefits of Gift Planning
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
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A Family Tradition
Seattle University has been a big part of the Roach family for more than 60 years. In fact, 15 members of the family have graduated from SU or are current students. Tom Roach is a firm believer in the value of a Seattle University education. More on A Family Tradition >>.
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A Lasting Legacy
Joe '67 and Terri '67 Gaffney met at Seattle University and remember many special times from their days as students there. They also remember the life lessons and values they learned, and decided to leave their legacy at Seattle University by making a bequest in their will. More on A Lasting Legacy >>.
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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 gift 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 plannedgiving@seattleu.edu.
If you are a professional advisor, you may take the following steps on this site.
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