WAYS TO GIVE LATER: 

Planned giving is the thoughtful process of arranging a gift, focusing your philanthropic goals, and maximizing your tax savings and estate benefits. It is a gift that may be arranged in the present and received in the future to support our ongoing educational endeavors.  It is a simple and affordable way to leave your lasting legacy to OPC.

Today’s financial world offers a range of planned giving vehicles to individuals and families including:

Gifts from Your Donor Advised Trust or Will
A planned gift is easy to arrange and can be easily modified by:

  • Making an outright gift from your advised fund, or identifying OPC as a beneficiary
  • Including a bequest to OPC in your will or trust.
  • Making your bequest unrestricted or direct it to a specific purpose.
  • Indicate a specific amount or a percentage of the balance remaining in your estate or trust.
Residual Gift Language
A residual bequest comes to us after your estate expenses and specific bequests are paid: I give and devise to Oregon Psychoanalytic Center, located in Portland, Oregon, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Specific Gift Language
Naming OPC as a beneficiary of a specific amount from your estate is easy: I give and devise to Oregon Psychoanalytic Center, located in Portland, Oregon, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program). 
Contingent Gift Language
OPC can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:  If (insert name) is not living at the time of my demise, I give and devise to Oregon Psychoanalytic Center of Portland, Oregon, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).


Gifts from a Retirement Plan
OPC may be designated as a beneficiary of your IRA or other qualified retirement plan such as a 401(k), 403(b), Keogh, or profit sharing pension plan. It can be costly to pass such assets on to heirs due to heavy tax consequences. Naming OPC as a beneficiary allows you to maintain complete control over the asset during your lifetime, while accomplishing a charitable goal that results in significant tax savings; upon death the benefit passes to support OPC, free of both estate and income taxes.

Making a charitable gift from your retirement plan is straightforward and should not incur any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, return the form to your plan administrator and notify OPC. 

Gifts of Life Insurance 
A significant gift can be made to OPC even without a large estate. Simply contact your life insurance company and request a Change of Beneficiary/Ownership Form, and designate OPC as the new owner and beneficiary of your policy.

Important Information: The purpose of the material presented is to provide general gift, estate, and financial planning information, and is not offered as legal .or tax advice. State laws govern wills, trusts, and charitable gifts made in a contractual agreement and we strongly encourage you to speak with your financial advisor and/or attorney who can help determine which option(s) best serve your personal financial goals and charitable interests. You should consult with your tax advisor and/or attorney regarding the complete tax benefits of retirement plan giving.

For additional information or questions, please contact Susan Dimitman, Managing Director at 503.229.0175.

Find out how to GIVE NOW.

However you choose to make your gift, please know that we are deeply grateful for your consideration and generous philanthropy