Ways to GiveWays to Give NowAnnual Bridge to the Future CampaignOPC's year-end annual appeal for funds that occurs in November and December each year. Give OnlineTo use your credit card, simply click here and follow the instructions on the online giving form. You can make your gift as one payment, or set up a convenient recurring gift arrangement. Write a CheckSimply make your check payable to OPC and mail it to 2250 NW Flanders St, Suite 312, Portland, OR 97210. Gifts without designation offer OPC the greatest flexibility and will be used to support general educational endeavors. Gifts of SecuritiesYou do not have to use cash to make a gift; you can “buy low and give high” by making a gift of appreciated securities. A gift of securities directly supports OPC’s work and can yield useful financial advantages for you—especially if the securities have increased in value. To transfer securities from a brokerage account, and in order for OPC to accurately identify, allocate, and acknowledge your gift, please contact Lindsey Stevens. Advise her of the name of the company stock or mutual fund that you intend to transfer, the approximate value of your gift, and your stock broker’s name and telephone number. For a physical stock or bond certificate please contact Lindsey on how to proceed. Contact your broker and request the securities be transferred to the OPC’s account at Wells Fargo. The recorded gift date is the date of receipt in OPC’s account. Your broker will need the following transfer information: Details of Brokerage Account with Wells Fargo Wire TransfersPlease call Lindsey Stevens for information regarding our account and routing numbers. Matching GiftsA gift to OPC may be doubled or possibly even tripled if your employer or your spouse’s employer has a matching gift program. Please contact human resources of your/your spouse’s employer to be given specific instructions about their process for matching gifts. Ways to Give LaterPlanned 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 WillA 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 LanguageA 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 LanguageNaming 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 LanguageOPC 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 PlanOPC 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 InsuranceA 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 Lindsey Stevens, Executive Director at 503.229.0175. However you choose to make your gift, please know that we are deeply grateful for your consideration and generous philanthropy. |
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