As a fund advisor, you have the authority to make payments for expenses in accordance with its charitable purpose. The following IRS regulations govern these disbursements.
To make a disbursement from your fund, we must receive a written request signed by those authorized in the fund agreement to request disbursements.
Fundraisers are an important way for you to raise the assets of your fund and increase its power to do good things. If you are planning a fundraiser, inform Excellence at least 60 days in advance. We want to help you get the most out of these events and help you follow important state, local and IRS regulations.
We can help you spread the word about your event through our enewsletter, Facebook, Twitter and online press room. Please email event details to Jessica van Diepen at Jessica@mentalhealthexcellence.org.
Because Excellence carries the 501c3 nonprofit status for your fund, it is important that the Foundation’s name is associated with your fund. When using your fund’s name in press or promotional materials, use this language: [name of your fund], a fund of the Foundation for Excellence in Mental Health Care.
We are happy to help you publicize your fund when you are fundraising or at any time. Your success is our success!
We can act as your fiscal agent for fundraising. Call Gina Nikkel to discuss fiscal agency arrangements or email Gina@mentalhealthexcellence.org.
We will gladly help you with any donations made to your fund. We can help you link to our donation page, process checks or other payments, manage pledges and provide acknowledgements. Please call Gina Nikkel about these and similar arrangements, 503.930.0349
We provide options you won’t find elsewhere: staff support and financial oversight for improving mental health care anywhere in the world through donor-advised funds that give you flexibility, influence and involvement. Our mental health focus and international scope are unique.
Regional/Local Community Foundations
Most have donor-advised funds for local use only and limited help in targeting mental health care.
To create a private foundation requires substantial assets and a dedicated administrative infrastructure.
Commercial Charitable Gift Funds
Available through banks and investment companies, comparatively less flexible.
The fees you pay help us work together to change mental health care. For a complete description, click here.
8532 SW St. Helens Drive, Suite 250
Wilsonville, Oregon 97070
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 our latest 990 may be obtained here.
Or by writing to the Oregon Department of Justice, Charitable Activities Section,
1162 Court Street NE
Salem, Oregon 97301-4096