Wills and Estate
Planning Through Estate Bequests and Trusts
Estate planning gifts to ETF can be made in the form of a
bequest (cash, securities, or property and/or a variety of
trusts). ETF’s ability to receive proceeds from such gifts
was enhanced when ETF recently joined forces with the Oregon
Community Foundation (OCF). Not only will ETF rely on OCF’s
professional money managers, but OCF will also provide an
experienced staff to provide counsel in the establishment of
gift transactions and trusts. The Education Together Board
is pleased to be able to offer this expertise now available
Oregon Community Foundation.
To make an estate planning gift to the Education Together
Foundation will ultimately require the involvement of your
professional estate planner. If, at any time, you desire to
involve ETF in your planning, please contact ETF committee
members Harley Hagen (541-998-8606. At your request the Oregon Community
Foundation staff can be relied upon for their expertise. Be
assured that your disclosures will be held in the strictest
You Might Ask...
Why is ETF now
asking for estate gifts?
Since inception, ETF has relied upon annual gifts to
accomplish its mission. The Heritage Endowment holds the
promise of adding financial stability and strength to ETF’s
ability to continue its worthy purpose.
I do if I want to consider making an estate-planning gift to
the Education Together Foundation?
Talk to your estate planner. He or she can amend your
current will or trust to include the appropriate gift
of gifts could I consider?
ETF is in a position to receive proceeds from either a
bequest or from one of a variety of trusts. Bequests can be
made in a cash amount, a percentage of the estate,
securities (i.e. stocks and bonds), and/or property. There
are a variety of trusts. Your estate-planning professional
can best advise you on which one best meets your needs.
ETF’s role in my decision?
Really nothing. This is your decision. While it is not
necessary, the ETF Endowment Committee would appreciate
learning of your intent to include the foundation in your
estate. Committee members are Ray Swart, Janet Gibson, and
Harley Hagen. Be assured that your disclosures to members of
the ETF Board will be held in the strictest confidence. If
you have any questions relating to how your gift would
enhance the purpose of the ETF, please feel free to contact
any of the board members.