Nourishment, social connections, and dignity for Portland area elders can be your legacy. Become a President’s Circle member by making a planned gift today. Gift planning provides you with a meaningful way to support Store to Door, provide financial benefits for you and your family, and leave a lasting impact on our community. There are endless possibilities to making planned gifts, and each is personal and unique to you and your family.
Leave Store to Door a Gift in Your Will or Living Trust
An attorney can guide you through several simple and flexible options to incorporate a gift to Store to Door into your estate plan. Your estate will receive an estate tax charitable deduction (for federal purposes) equal to the amount of your gift to Store to Door. Unlike an income tax charitable deduction, there is no limit on the estate tax charitable deduction. A gift to Store to Door in your will or living trust can be structured so that your family or friends come first, and your gift to Store to Door can be amended at any time.
Designate Store to Door as a Beneficiary
Store to Door can become a beneficiary of your insurance policy, pension, retirement plan, or IRA. In order to designate Store to Door as a beneficiary on your retirement account or insurance policy you simply need to complete a new beneficiary designation form and submit it to the plan provider or insurer. A change to your will or living trust is usually not required. The benefit to designating Store to Door is that it allows the full fair market value (or percentage you designate) of the retirement account to pass tax-free to Store to Door.
Establish a Charitable Trust
A gift to a charitable trust allows a portion of your assets to benefit Store to Door. It can be structured so that you receive an income stream from the trust during your lifetime with the balance passing to Store to Door at the end of the trust term. Alternatively, the gift to the charitable trust may be structured so that Store to Door receives an income stream during your lifetime with the balance of the trust passing to your children or other non-charitable beneficiaries.
Store to Door is a 50l(c)3 non-profit organization and qualifies as a public charity under federal law. Our federal Tax ID # is 94-3105555.
To discuss your personalized and unique way to give back through a planned gift, contact Marianne Taylor at (503) 200-3333 x003 or email@example.com.