|
Thank you for
your donation!
(And remember...it's Tax-Deductible.)
DOWNLOAD
The
Donation Form (114 KB)
If you've never
done this before, you can learn how at the
bottom of this page. If you have any
difficulty, please contact us by phone or
e-mail
and we'll mail a form out to you.
|
Does
your group offer a
MATCHING GIFT PROGRAM?
Many companies match
their employees’ charitable donations. A matching gift can
significantly increase the impact of your donation. Check with the
Human Resources staff at your employer to see if matching gifts are
available. |
|
|
|
|
|
Wills and Estate
Planning Through Estate Bequests and Trusts
Last year the Education Together
Foundation (ETF) announced the formation of the Heritage
Endowment. The endowment is designed to receive estate
planning proceeds when a donor prefers not to set up a
specific purpose for their gift to ETF.
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
through the
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) or Ray Swart
(541-998-6208). 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
confidence.
Questions
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.
What should
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
language.
What types
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.
What is
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. |
|
|
How To Download a PDF form: |
METHOD A (print now)
Click on the Donation Form Link and wait a minute for the form to
appear. Then just print it out on your printer. |
METHOD B
(print now or save for later)
1. RIGHT/
CLICK (PC) or OPTION
/CLICK (Mac) on the Donation Form link.
2. Select "Save Target As" or "Save Link As"
(MS Explorer/ AOL or Netscape)
3. Expect it to take about 60 seconds by modem.
You'll be able to
watch the progress, and it will be saved on your computer to print
out later.
(Just remember
where you saved it!)
Don't have the Acrobat Reader?
If by chance you don't have this important utility, you can
get it yourself
here.
It's 5MB, so it will take about 15 minutes to download by 56K modem.
|
|
<--- CLICK HERE TO GET YOUR FREE ACROBAT
READER |
