The Treasury Office oversees the investment and administration of the assets in the University of Washington’s life income program.

Life income gifts allow donors to make an irrevocable gift to the University of Washington while retaining income from the gift for their lives (or for the lives of named beneficiaries). These gifts vary in structure and include charitable remainder trusts, lead trusts, charitable gift annuities, and pooled income funds.

Information on the performance of the life income investments may be found in the 2007 Endowment Report.

Kaspick and Company, a planned giving consulting firm, assists the University in its management and administration of life income gifts.

If you have any questions regarding your existing planned gift, please contact Lisa Edlin, lmedlin@u.washington.edu or (206) 685-8030, in the UW Treasury Office.

For aid in establishing a new life income gift, please contact the University of Washington’s Gift Planning Office.