2018 Summer Newsletter

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Protect Your Identity

Here are some tips that will be helpful in preventing

Identity Theft.  Keep your personal and financial information in a secure place in your home.  Shred financial documents, credit card offers, and other paperwork that you do not need.  Every month carefully check your credit card statements for any unusual charges.

 Clarify the need when you are asked for your Social Security number. Ask if you can use an

alternate identifier instead.  Use only secure websites when submitting personal information. A secure website’s address

will begin with “https”.  Store your computer user name and passwords in a safe place in your home.  Do not give out personal information over the phone, internet or through the mail unless you



LETTER FROM DIANE On these hot summer days, we all think about protecting ourselves from the sun’s harsh rays and diligently apply sunscreen. Then we can focus on staying cool while we enjoy our time outdoors. I was recently boating on the Willamette river and I looked up at the beautiful, and growing, place you call home. It occurred to me that you’ve all made an excellent choice to protect yourself in retirement by choosing a caring community that treats you like family, where you can feel safe. Enjoy the rest of your summer. Before we know it, the trees will begin to turn, and the cool nights will have us reaching for the protection of a cozy blanket. My best to you,


Welcome to the Board, Mike Gallagher We are pleased to welcome Mike Gallagher to Willamette View Foundation’s Board of Directors. Mike has over 10 years of experience in Wealth Management, with responsibilities ranging from financial planning to portfolio management. He is the next generation of wealth advisors for The Partners Group as an independent and privately held financial services firm. We believe that Mike’s skills and experience will be an asset to our Board and we look forward to working with him.

Charitable Gift Annuity Right for you? Since 1967 Willamette View Foundation has been helping Willamette View residents….In fact, we’ve provided nearly $10 million dollars in financial assistance to residents. Are you interested in becoming a part of that legacy? A charitable gift annuity could be the perfect avenue for supporting friends and neigh-

You make a gift—the charity agrees to pay a fixed sum annually for the remainder of your life; then, any remaining funds support the charity's mission. You may also be eligible to claim a partial charitable tax deduction in the year that you set up the charitable gift annuity. The Foundation offers the rates suggested by the American Council on Gift Annuities which are designed to balance an attractive payment stream for the donor with a nice gift remaining for the charity. If you are thinking of establishing a gift annuity now, your timing is perfect. The American Council on Gift Annuities increased the suggested rates effective July 1st. Contact the Foundation office to hear more about this opportunity to support your fellow residents.



Who may apply for Financial Assistance from the Foundation? Any resident of Willamette View may apply for financial assistance. Each applicant’s unique situation is considered by the Foundation Board of Directors on an anonymous, case-by-case basis. Be sure to review the Eligibility Standards for Resi-

dent Financial Assistance periodically to avoid actions that could potentially disqualify you from receiving assistance. If you have concerns, contact the Foundation office.

How to apply for financial assistance 

Contact the Foundation at any time about the possible need for assistance in the future.

Request an information packet about our assistance program.

About six months before funds will run out, complete the application and provide copies of federal and state income tax returns for the past three years.

Foundation staff can guide you through the application process.

Each applicant’s unique situation will be considered by the Foundation Board of Directors on an anonymous, case-by-case basis.

Residents must meet the Eligibility Standards to be approved for assistance.

Once approved, residents sign a Financial Assistance Agreement.

Approved Residents will begin receiving assistance once all other resources have been exhausted.



Willamette View Foundation 11226 SE 21st Ave Portland, OR 97222 ADDRESS SERVICE REQUESTED

IN THIS ISSUE Protect Your Identity

Page 1

Mike Gallagher, Meet the Board

Page 2

Give and Get-Charitable Gift Annuity

Page 2 Financial Assistance-Who & How

Page 3

THE FOUNDATION’S MISSION is to help qualified

971-233-8956 Diane Wernli, Executive Director diane@willametteviewfoundation.org Christy Noble, Administrative Assistant christy@willametteviewfoundation.org

residents of the Willamette View Retirement Community maintain their dignity and independence through assistance in satisfying their need for housing and financial security. Aid is provided through resident assistance and financial management programs, educational seminars, financial information service, publications and grants to Willamette View, Inc. that benefit the community’s residents.

FOUNDATION BOARD OF DIRECTORS Christie Geiger- President Bill Spooner- Vice President Ron Gustafson- Secretary/Treasurer Carol Cameron Jon Coney Jonathan Enz Pat Fisher Mike Gallagher Robert Potter

The outdoors make us happy Spending time in nature increases moods as well as memories and attention. Something as simple as taking a walk in a natural setting or sitting on a park bench can boost well-being and decrease depression. Enjoying the smell of freshly cut grass and blooming flowers on a warm summer day can actually make you healthier.

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