OHSU

A Gift in Your Will: Getting Started

When you remember OHSU Foundation in your will, you'll continue supporting our mission long after you're gone.

Learn More
We hope you'll consider including a gift to OHSU Foundation in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

  • Simplicity. Just a few sentences in your will or trust are all that is needed.

    Thank you for considering a gift to OHSU through your will or revocable living trust.

    It is important that the bequest designation read "OHSU Foundation." The foundation has been established to receive, manage, and disperse funds in the best way possible for the benefit of OHSU.

    Basic Sample Bequest Language

    "I hereby give, devise and bequeath ________ (a specific dollar amount or percentage of the residue of my estate) to the Oregon Health & Science University Foundation, a non-profit corporation of the State of Oregon, to be used to further the purposes of the Oregon Health & Science University in the area of greatest need."

    If you wish to direct your gift to a specific area, we would be happy to help you with appropriate language. Please contact the Gift Planning Department at 503-228-1730 or 800-462-6608 or pginfo@ohsu.edu.

    Oregon Health & Science University (OHSU) Foundation (Tax ID # 23-7083114)
    1121 SW Salmon Street, Suite 100
    Portland, OR 97205-2020



    Beginning July 1, 2011, a 2.5% administrative fee may be applied to gifts.


  • Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
  • Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
  • Tax Relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value.

Question MarkWe understand.
Your circumstances may change and you can change your gift at any time.

How It Works
To make a charitable bequest, you need a current will or revocable living trust.

Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, OHSU Foundation receives your gift.

Charitable Bequest
1
Create a will or trust leaving part of your estate to family and part to OHSU Foundation.
Your Will or Trust
2
Family
Your Family
3
Your death
Oregon Health & Science University Foundation
Putting Your Family First
When planning a future gift, it's sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate no matter how your estate's value fluctuates over the years.
eBrochures
 Download a free guide about making your first will.

We Can Help
Contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu with any questions about naming OHSU Foundation in your will or living trust. We're happy to help, without obligation.