Sample language for wills and trusts:
“I give to Catholic Charities in Portland, Oregon all (or a specific percentage) of the rest, residue, and remainder of my estate (or the sum of $___) to be expended by it in furtherance of its general purposes (or to be used exclusively for a specific program. If such program is not in existence at the time of my death or at any time thereafter, Catholic Charities may designate another program that is continuing the goals of such program.)”
Legal name: Catholic Charities of the Archdiocese of Portland in Oregon
Address: 2740 SE Powell Blvd, Portland, OR 97202.
To make us a full or partial beneficiary of your IRA, 401(K), annuity, or life insurance policy, simply request a beneficiary designation form from your plan administrator. Our legal name is Catholic Charities of the Archdiocese of Portland in Oregon. Our tax ID is 93-0386801.
The transfer generates neither taxable income nor a tax deduction, so you still benefit even if you do not itemize deductions. It can satisfy all or part of your required minimum distribution. Married couples may each give up to $100,000 from their own IRA accounts.
More Information on Planned Giving
You can create a lasting legacy of care by including Catholic Charities in your will or estate plan, or by naming us as a beneficiary of your retirement plan or life insurance policy.
To learn more about remembering Catholic Charities in your will, trust, retirement plan, or insurance policy, call our Director of Development at 503-688-2620.
The Legacy Circle honors individuals and families who have created planned gifts with Catholic Charities.