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Life-Income Gifts


Create your legacy at OSU forever!

Receive income for life by making a charitable gift.

A “life-income gift” guarantees an income stream for life. Additional benefits may include:

  • Increase your income (a portion may even be tax-free)
  • Receive an immediate charitable deduction
  • Reduce capital gains taxes if the gift is funded with appreciated property or securities
  • Reduce estate tax  

Life-income gifts are simple and flexible. You transfer cash, stocks, real estate, or other property to fund the life-income gift. You (or whomever you designate) receives the income stream for life or for a set number of years. Payments may begin immediately or are deferred to a future date, such as retirement. Ultimately, your life-income gift will benefit the college or program at OSU that is important to you, including scholarships, research, facilities, and faculty. Many life-income donors direct their gift to establish an endowed fund in their name, creating their legacy at OSU forever.

To learn more about gifts that pay income or to receive a personalized illustration, please contact the OSU Foundation:

Julie Irmer
OSU Foundation – Office of Gift Planning
800-336-8217 | gift.planning@oregonstate.edu
osufoundation.org/giftplanning