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Ways To Give

Estate Planning

You have wonderful information to share – about how your clients can gain tax advantages now with a bequest later – a strategy that serves both your clients and the greater good.

Excellence can help you and your clients with guidance on establishing charitable funds in the future, as well as referrals to experts in estate planning methods including charitable bequests, charitable lead or remainder trusts and donations of retirement assets or insurance policies.

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  • Your work in helping your clients with estate planning can build a caring legacy for them and inspire their families with a tradition of giving back.

About bequests

When your client wishes to make a bequest to Excellence, we can help you ensure your client’s wishes are carried out to the letter.

Naming Excellence in your client’s will or as a beneficiary of their retirement assets is as simple as adding a few lines:

“Leave x percent of my assets to The Foundation for Excellence in Mental Health Care (FEMHC), a nonprofit corporation, to be used to enhance (or create) a component fund (to be) known as the __________________ Fund.”

Please feel free to contact us for examples of other language useful for bequests.

Compare Excellence

We make it easy to do more with your contribution.

Excellence Donor-Advised Funds
A donor-advised fund allows you flexibility, influence and involvement

Private Foundations
Private foundations require substantial assets and a dedicated administrative infrastructure

Commercial Charitable Gift Funds
Available through banks and investment companies, comparatively less flexible

 

The Foundation for Excellence in Mental Health Care is a registered 501(c)(3) charity.
Donations to any of our funds are tax-deductible to the full extent of the law. Tax ID: 27-4682873. A copy of the latest 990 filed by FEMHC may be obtained here or by contacting:
Excellence, Attn: Finance
8532 SW St. Helens Drive, Suite 250
Wilsonville, Oregon 97070
503.816.5676

Or by writing to the Oregon Department of Justice, Charitable Activities Section,
1162 Court Street NE
Salem, Oregon 97301-4096