Planning pays—for donors, UO

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For alumni and friends like Leon Davis of Merlin, Oregon, planned gifts are a way to have an impact on the UO's future while improving their personal cash flow.

The term "planned gifts" refers to ways people can give to the university through their estates. The most common are life income gifts and bequests.

Davis, ninety-four, is among 828 people who joined the Arnold Bennett Hall Society during Campaign Oregon, more than tripling the previous membership to 1,192. The society honors those who have generously included the university in their estate plans.

He said he decided to support UO programs with three charitable gift annuities because two of his grandsons came here for college. His annuities provide him with guaranteed income for life.

"It feels good to receive payments knowing that the UO benefits in return," Davis said.

A wave of interest in life income gifts helped raise a total of $118 million during Campaign Oregon, broken down as follows:

$45.5 million in life-income gifts

$49 million in estate distributions

$14 million in deferred pledge agreements

$10 million in current gifts

To learn more about the benefits of gift planning, visit giftplan.uoregon.edu.