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