Planned Giving: Including WLLO Village in your Estate Plans
A planned gift provides an opportunity to integrate charitable giving into your overall financial, tax and estate planning to maximize benefits for you and for your village.
You can leave a Legacy Gift using bequest language in your will, leave stock, or name your village as a beneficiary on your bank account, life insurance or retirement fund. If you wish to remember WLLO Village in your will, here is some sample language: “I bequeath ______ (dollar amount or % of estate) to VillagesNW, FBO of WLLO Village, a nonprofit organization operating in the State of Oregon, to be used to further the purposes WLLO Village regards as its greatest need. Tax ID: 46-4190513.”
Or you can consider a Lifetime Gift, made during your lifetime, by directing funds from your required minimum IRA distribution, donating stocks or bonds, creating a donor advised fund or a charitable remainder trust.
We are happy to provide more information about leaving a legacy or lifetime gift. If you wish to proceed in making a gift, please let us know your intentions. We can assure you of our confidentiality and discretion in handling your legacy intention.
Anyone can make a gift – no matter how small or large. Gifts of all sizes and types are welcome and improve our community in many ways. We are happy to talk with you about options, and of course we also advise you to talk to a tax professional or attorney to determine the best method for achieving your philanthropic goals while making your financial plans.
Please contact our office at (503) 308-8223, or email EllenS@wllovillage.org if you would like to discuss your options and plans.