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Let Your Legacy Tell the Story of Your Generosity
HELEN SHAFRAN, DIRECTOR OF DEVELOPMENT
Planning a gift through your estate allows you to incorporate causes you care about into you financial and estate plans without negatively impacting your current lifestyle. With careful thought and foresight, you can create a meaningful difference for individuals and families living with Parkinson’s disease.
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We know that many of our supporters are also interested in making gifts that have immediate impact, and we welcome and encourage contributions of cash, securities (stocks and publicly traded funds, or real estate. Every dollar we receive, now or in the future, helps fortify our organization’s distinctive ability to support and serve our local Parkinson’s communities.
You Decide How You Give
Which planned gift option is best for you? Consult with a professional advisor regarding the type of gift, tax issues, and timing but know that there are many simple options that don’t require establishing a trust or other legal instrument.
IRA Charitable Distribution
If you meet the age criteria for a required minimum distribution (73 in 2023), you can speak with your account manager about a gift from your IRA directly to PRO and bypass income taxes on the money.
Testamentary Gifts
A bequest made through your will or living trust and is both easy to establish and revocable. Your bequests can be a stipulated amount of cash, securities, or other assets, or as the “residue” or “percentage of the residue” of the estate.
Donor-Advised Funds
Through a donor-advised fund, you have the flexibility to recommend the quantity and frequency of your funds that are granted to Parkinson’s Resources of Oregon.
Beneficiary Designation
Beneficiary designations are one of the simplest ways to support those with Parkinson’s. Specify Parkinson’s Resources of Oregon as a full or partial beneficiary of your IRA, 401K, or other qualified retirement plan, or your life insurance, investments or bank account; the process is easy to do when you simply contact your plan administrator.
As treasured longtime PRO friend and supporter Bonnie Conger says, “PRO was a lifesaver for me. In 2004 they came to my rescue when I no longer knew how to care for my husband, who had been diagnosed with PD in 1992 when our son was 10 years old. In addition to their guidance, I found love and support in one of PRO’s amazing care partner groups. After my husband passed away in 2011, I wanted to do more to help other PD families get the assistance, services, educational programs, and encouragement that they need to guide them through the challenges of PD, which is why I donate annually to PRO and included them in my estate plan.”
Your support ensures that no one goes through Parkinson’s alone, and that our services and support are provided for all who need them, regardless of ability to pay. Gifts at all levels make a difference, and we are deeply grateful for your consideration, generosity, and compassion.
PARKINSON’S RESOURCES OF OREGON CAN ACCEPT YOUR DONATIONS OF PUBLICLY TRADED STOCKS AND APPRECIATED SECURITIES.
CALL US IF YOU’D LIKE THE DIRECTIONS TO SHARE WITH YOUR BROKER AS OUR ACCOUNT DETAILS HAVE RECENTLY CHANGED.