Planning for the future

“When we sat down to plan our will, we were quick to decide that RMHC would receive a gift. Through the years, we’ve seen all the compassion and love the houses have given to so many children and families. We can’t think of a better place to give—and we encourage everyone to consider this type of gift."

- Eugene and Marleen Gott

A number of different gift-giving vehicles enable you to incorporate charitable intentions in your long-term financial planning. In addition to dramatically impacting the lives of children and families who depend on RMHC of Oregon & SW Washington, a planned gift can offer you substantial tax savings, retirement income, economic benefits for your loved ones, and the intrinsic satisfaction of doing something for others. Whether we receive your gift now or at a later date, you can benefit immediately—allowing you to support our efforts while meeting your personal financial goals.

Here are some of the many options available to you:
Bequest
Stocks
Life Insurance
Retirement Plans
Charitable Gift Annuities
Charitable Remainder Trust
Charitable Lead Trust
Endowment Fund

Depending on both your personal preferences and the cash basis of your assets, planned giving options might include a bequest; the transfer of stocks, real estate, or life insurance; naming a charitable beneficiary for a retirement plan or IRA; the establishment of a gift annuity; or the establishment of a charitable lead or remainder trust. The option you choose will depend on your unique objectives and circumstances.

As you explore the various options, it’s important for you to know that we cannot give tax advice. We strongly encourage you to seek the advice of independent legal counsel or a certified public accountant to assist you in planning or implementing any gifts.

Click here to read our complete planned giving brochure.

As with all financial decisions, planned gifts should be made with care. We would be pleased to work with you and your advisors to fashion a gift that is most suitable to you, your family, and RMHC. No matter what form your gift takes, you can rest assured that your generosity will be deeply appreciated by the thousands of children and families who benefit from the services provided by RMHC.

If you decide to include RMHC in your financial plans, please contact Tom Soma at 971-230-6701 so we may support and recognize your wishes.