Planned Giving Home

Welcome to Portland State University Planned Giving

Thank you for your interest in Portland State University. Our hope is to serve you and your family with helpful information on tax, financial and estate planning issues. We have an increasing number of alumni and friends at PSU who are now benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Benefits for Family and Portland State University

There are several types of plans. In addition to providing a gift for PSU, many gift plans have wonderful benefits for the donors, including increased income and generous tax savings. You might start by meeting these PSU alums and friends - just click on the picture and you can view each story.

Capps Donor Story
Roger '60 and Jan Capps believe it's critical to support the young people who will one day shape our city, state and region. That's why they made a gift of real estate to create a charitable remainder unitrust, naming Portland State University as the beneficiary. More on Capps Donor Story >>.

The Memorial Charitable Gift Annuity
Rhoda Clapperton ('73) entered Portland State University as a transfer student from California. Like many PSU alumni, Rhoda completed her degree while raising a family and working part-time in downtown Portland. More on The Memorial Charitable Gift Annuity >>.

Supporting PSU through a Gift of Life Insurance
Lilja "Tobie" Finzel '69 was fortunate to be able to participate in a foreign study program offered by Portland State College's Central European Studies Center. More on Supporting PSU through a Gift of Life Insurance >>.

Retained Life Estate to Create Scholarship
"I believe that women returning to college deserve a helping hand." More on Retained Life Estate to Create Scholarship >>.

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.

Mary Anne Rees
Director of Gift Planning

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

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 mrees@pdx.edu.

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