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How to Make a Lasting Legacy

You can leave a lasting legacy by creating or contributing to an endowment—a fund in which the principal is invested and all or part of the earnings are used to help the programs and goals you want to support.
June 01, 2010
With an endowment, the principal isn’t typically spent, allowing the fund to essentially last forever. Consider these two options when creating an endowment:

An unrestricted fund. If you make a gift without restrictions to an endowment, our leadership will direct the funds to our most critical needs.

A designated fund. You may determine in advance what programs or services you want your donation to support. The specific details will be incorporated into a written description of the endowment, which must be approved by you and Lewis & Clark.

Regardless of what type of endowment you establish, the satisfaction associated with charitable giving is immense. One easy way to fund an endowment is by remembering Lewis & Clark in your estate plans.

If you have any questions, please feel free to contact Sharon Bosserman-Benson, For the Undergraduate College or the Graduate School at 503-768-7911 or 800-753-9292 or plangivg@lclark.edu—at no obligation.

Endow Your Gift1
If your annual
gift is:		 Perpetuate it by giving:
$100 $2,500
$250 $6,250
$500 $12,500
$1,000 $25,000
$2,500 $62,500
$5,000 $125,000
1At a 4 percent endowment spending level, 25 times an annual gift amount equals an endowed perpetual gift.

Copyright © The Stelter Company, All rights reserved.

The information in this website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.

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Vice President for Advancement
Josh Walter

  • Advancement Office
    Lewis & Clark
    615 S. Palatine Hill Road 
    Portland OR 97219

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