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Designate WOU Foundation as a
Beneficiary of Retirement Assets or Insurance Policies

 

Name WOU Foundation as a beneficiary of your tax-deferred retirement assets and reduce your income tax or estate tax burden.

 

To make WOU Foundation a beneficiary, simply contact the particular asset plan administrator and request that WOU Foundation be named or added as a beneficiary.

 

Asset plans with beneficiary designations may include your mutual fund, retirement account, charitable trust, or life insurance policy.

 

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This guide is not intended to provide specific advice about your estate plan or to recommend a specific course of action. We suggest you consult your professional advisers before taking any action, then contact WOU's planned giving office to learn more about these giving strategies.

Contact

WOU Foundation 503-838-8281 | or e-mail: foundation@wou.edu