Gift Planning

For Professional Advisors

Attorneys, accountants, financial and wealth advisors, insurance agents, and financial planners play a critical role in fulfilling the life, estate, and charitable plans of philanthropists. To assist in this process, the professional staff of Pacific Lutheran University’s Office of Advancement is available to help clients craft meaningful charitable plans that reflect their wishes accurately and completely.

Our staff is familiar with the broad range of gift opportunities available at PLU; gift acceptance policies that include alternative gifts such as real estate, art, and antiques; and the many giving vehicles including trusts and retirement plans. Most important, we listen and respond to the needs and concerns of those individuals and families who want to make a difference in the lives that follow.

We invite advisors to contact us when they have questions regarding charitable gifts to PLU or when clients need assistance to explore the charitable legacy that would be most meaningful to them.

Resources that may be helpful

   Complimentary Gift Calculator
   Ways to Give
   What to Give  
   Stock Transfer Instructions

 

 

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