Planning Tools

You have many options for making a gift that meets your charitable and financial goals. Take a moment to explore the tools listed below, which will help you determine which gift is right for you.

Plan your gift based on your age, goals, and assets. This interactive tool will recommend the best gift plan or plans to meet your individual needs.

Compare Gift Plans
Compare up to three gift plans while learning more about the advantages they provide you and Oregon State University.

Personal Calculators
These interactive calculators allow you to estimate personal financial scenarios, covering topics including cash flow, taxation, insurance, and retirement.

Will Planning Wizard
The will planning wizard helps you navigate the will preparation process. Although it does not create a will or a legal document, it does guide you through organizing your thoughts, information, and documents before you visit your attorney. View our sample bequest/will language.

Estate Planning
These tools help you begin the estate planning process, easing the efficient transfer of your assets to your heirs and charitable interests in accordance with your wishes.

Contact Us

Act now to take the steps that you need to do to be a good steward of the resources you intend to leave behind.

Please contact the OSU Foundation Office of Gift Planning or use our form to request more information.