How to Complete Your Gift
A gift of securities in your will or trust can be completed in three steps.
1. Determine how you would like your gift to be used. Do you have a particular program in mind that you would like to fund with your gift? Will your gift be unrestricted, enabling us to use the proceeds from the sale of your securities for our most pressing needs? If you choose to specify the purpose of your gift, please let us know so we can ensure that your intentions can be fulfilled.
2. Meet with your estate planning attorney. Discuss your possible tax and other benefits with your attorney to ensure that this gift meets your goals. An estate planning attorney can prepare your will or trust if you do not have one, or prepare a codicil to your will or an amendment to an existing trust.
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.
3. Let us know your plans. Please contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu to let us know when you have made plans for your gift in your will or trust. We would love the opportunity to thank you for your generous act. Of course, we are happy to honor your wishes regarding anonymity.
If you have any questions about these steps, please contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu.
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
