At the Central Washington University Foundation, we look forward to building a legacy for current and future students and faculty. We do so with confidence, thanks to the generous and thoughtful support from alumni and friends who have become members of our Legacy Society through their planned gifts and those who may to do so in the future. Planned gifts continue to be a vital source of support to the university now and in the future.

Catherine Scarlett
Director of Gift
and Estate Planning

When you are ready, I look forward to helping you find the right planned gift option to meet your financial goals and to invest in your values to prepare for new opportunities and challenges at CWU. Simply click here to email me at your convenience.

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 ...

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

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 >>.

Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

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