Utah State University

Planned Giving


We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Donor Story - Capital Gains Tax Bypassed
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....
Personal Planner - 401(k) Retirement Plans
401(k) Retirement Plans
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual account and is permitted...
Washington News - CPAs - Pass Tax Extenders Now!
CPAs - Pass Tax Extenders Now!
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American Institute of CPAs (AICPA),...