OHSU

Gifts of Closely Held Stock in Your Will or Trust: Getting Started

Leverage your success in business to help support our future with a donation of closely held stock.

If you've thought about making a gift to OHSU Foundation but aren't ready to give up your assets today, consider leaving a gift of closely held stock to us after your lifetime through your will or revocable living trust.

This method—called a bequest—allows you the flexibility to change your mind at any time since your gift isn't actually complete until after your lifetime. Plus, if your estate will be subject to estate taxes, this gift entitles your estate to a federal estate tax charitable deduction for the full value of the property, reducing any estate taxes owed upon death.

How It Works
As mentioned, you can give the property to us through your will or revocable living trust with the help of your attorney.

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.



How You Benefit
Making a bequest of securities offers these benefits:
  • Simplicity. Just a few sentences in your will or trust are all that is needed to complete your gift.
  • Control. You remain in control of your closely held stock during your lifetime.
  • Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
  • Tax relief. The gift entitles your estate to a charitable estate tax deduction, reducing the amount of federal estate taxes your estate may owe the IRS.