Include Us in Your Estate Plan

Bequests

The easiest way to include Oregon Outreach in your estate plan would be through a bequest. You can designate a specific gift or a percentage of the remainder of your estate to Oregon Outreach in your will.

If you do not have a will, you should seek legal counsel to assist you. If you already have a will, your attorney can assist in amending the will or adding a codicil to make the gift. Your attorney is likely to ask for the formal name of the organization and to determine the tax-deductibility of gifts to the organization. Here is some sample language you can provide the attorney:

I give to Oregon Outreach, an Oregon nonprofit corporation (Tax ID #93-0993469) recognized as exempt from tax under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, with its principal offices located at 2215 N. Lombard Street, Portland, Oregon, [all (or ___%) of my residuary estate} or {the sum of $______} to be used for its general purposes.

Beneficiary Designation

You can also make a gift to Oregon Outreach by designating Oregon Outreach as a beneficiary on your retirement plan such as a 401(k), 403(b), or IRA. The designation can be for any percentage of your account. You usually fill this out when you are hired. You can change the designation either by contacting your company’s human resource department or by contacting the plan administrator directly.

Already Included Oregon Outreach in Your Estate Plan?

If you have already included Oregon Outreach in your estate plan, we would like to know so that we can plan for our future and appropriately recognize you.

Questions

If you have any questions, do not hesitate to contact us at 503-473-8227 or info@oregonoutreach.org