You can rely on us for support in implementing your clients’ charitable wishes, whether you are an attorney, financial planner, accountant, trust officer, insurance agent or other investment professional.
Although we offer many different types of funds that enable your clients to give now or through estate planning, they are really only the beginning of the options available. We can customize individual plans, suiting them to your clients’ individual interests and needs.
Excellence provides important financial benefits, expert giving advice, and the top tax advantages available through charitable giving. Your clients can contribute a wide variety of assets, including cash, stock, life insurance, real estate and more. They are also welcome to tap into the expertise of our Investment Committee and Global Scientific Advisory Council.
Working through Excellence allows your clients to focus on the most enjoyable part of giving – making grants! We manage all the administrative work for them, including investing, annual tax reporting, due diligence about nonprofits they wish to support, and compliance with IRS regulations. Strict confidentiality is always the rule. When your client establishes a fund, we provide clear instructions about how to use the fund.
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
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