Planned Giving: Leaving a LegacyA planned gift is one designed to benefit you and Lewis & Clark in the future. It may be in the form of a bequest in your will or living trust, or a planned gift that provides either life income or life use from your asset.
Thoughtfully planned, any of the following gifts may provide important personal benefits while providing a future gift to the College.
- A bequest is a flexible way to establish a legacy.
- A gift of retirement assets, such as pension plans or IRAs, may allow you to give more than you thought possible, while reducing taxes that may otherwise consume these assets.
- A life income gift, such as a charitable remainder trust or gift annuity, can give you and/or a loved one income for life, provide unique tax benefits, and then benefit Lewis & Clark College.
- Gifts of life insurance policies you may no longer need may help the College.
Donors often find that planned gifts enable them to use assets to support the College that might otherwise be lost to estate, income, or capital gains taxation. Always seek the counsel of professional advisers on the best estate plan for your individual situation.
Donors who have made a planned gift to the College are entitled to become members of the Heritage Society. Bequest Language Contact Information
 Sharon Bosserman-Benson
Director of Planned Giving
503-768-7911
sharon@lclark.edu
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Donor Stories
Christine Swanson '73, M.A.T. '74
"Lewis & Clark gave me the confidence and skills to do anything I wanted to do," says Christine. She is leaving her Portland house to Lewis & Clark, knowing that, like her education, the impact of her gift will evolve over time, transforming lives.
Richard Rubin '52
"Investing in a charitable remainder unitrust with Lewis & Clark College provides not only a source of income but also great pleasure," notes Rick Rubin.
Paul Stith '70, M.A.T. '72
Supporting the College through a bequest gives "me a chance to give back to Lewis & Clark what the school imparted to me--experiences that have lasted a lifetime," says dual graduate Paul Stith.
Read more Donor Stories.
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