You love the Willamette Heritage Center.
You are an enthusiastic member and supporter. You support WHC in every way you can.
…and ultimately, make a larger gift to the Willamette Heritage Center’s future than you ever imagined?
What if my (our) financial circumstances change?
Can I arrange for income to be paid to me or others during life?
Are there tax benefits available?
Tax benefits depend on your financial circumstances.
Please consult your tax and financial advisor to determine whether you can receive tax benefits.
Unrestricted gifts are to be used for the greatest need at the time, to be determined by the Board. A general unrestricted bequest is especially valued by us.
If you do not want to specify the exact amount or nature of the intended gift, perhaps because the size of the future estate is difficult to estimate, a proportional bequest is often the best way to accomplish your goals. We would receive a percentage of the estate or the residue of the estate, after all of the provisions have been met.
If you have any questions or would like to discuss planned giving, please contact our Development Director, Michelle Cordova at michellec@willametteheritage.org or at 503-585-7012. Thank you for considering the Willamette Heritage Center in your plans for the future!