Planned Giving Overview- Oregon

Leave a Legacy Oregon & SW Washington! A Simple Way to Make a Lasting Difference in the Lives that Follow

Americans who Make Charitable Contributions

Percentage of Pretax Income Given to Charity

Americans With Wills Sadly, approximately only 30% of people have wills!

Approximate Percentage Who Make Charitable Provisions Only 5.7%

National Committee on Planned Giving Survey Reasons for Not Making a Charitable Bequest No one asked them! They didn’t think of it!

Be remembered for

what you gave

--not what you had!

Key Message: Leave a Legacy Oregon & SW Washington encourages people from all walks of life, no matter the size of their wealth, to create bequests and other planned gifts to benefit the charities of their choice. By doing this, they can make a profound difference in the lives that follow. Key Channels: Nonprofit Organizations Financial and Estate Planners Media Contacts

Your Bequest = Your Values

Your last words

What you stood for

How you want to be remembered

Every Little Bit Helps!

Self-Directed Philanthropy

Your Values

Your Community

Your Priorities

You owe me!

Estate Taxes (for individuals)

8% for 12 years $1,000 $2,600 Your Assets will grow surprisingly fast over time!

Retirement Plans

IRA

401(k)

403(b)

Deferred Compensation

Gain in tax-deferred annuities

100% TAXABLE!

Your Wealth

The Part

You Keep

Lifestyle

Family

The Part You

Cannot Keep

Government directed through taxes

OR

Self-directed through your favorite charities

Ways to Leave a Legacy

#1. Prepare or amend your will or living trust, naming charities that have made a difference in your life.

#2. Change a portion of the beneficiary designations on your retirement plans, insurance policies and tax-deferred annuities to a non-profit organization.

#3. Give an unneeded life insurance policy or purchase a new one for your favorite charity.

#4. Consider giving appreciated assets to charity while you are living.

#5. Remember loved ones with memorial gifts

#6. Encourage family and friends to leave gifts to nonprofits in their wills.

#7. Ask your financial advisor to include charitable giving strategies as part of his or her counsel to you and other clients.

#8. Visit with local charities to see what a potential gift can do.

Nonprofit Partners: Meyer Memorial Trust Lorene Sails Higgins Trust Jackson Foundation Rose Tucker Charitable Trust PGE-Enron Foundation St. Martin dePorres Trust Union Bank of California Centennial Bank US Bank NW Planned Giving Roundtable Solutions for Non-Profits All Charities are Included! Church Environment Community Youth School

“ I want to leave my children enough so that they can do anything, but not so much that they do nothing.” --Warren Buffet

“ I don’t want to deprive my children of the satisfaction of earning a paycheck ” --T.Boone Pickens