Types Of Gifts

Outright/Cash Gifts of cash include those made by US currency, foreign currency (at US exchange rate) and check.  The value of the contribution equals the cash amount. Gifts of cash to OHCF are fully deductible as charitable contributions under 501(c)(3) charitable guidelines. OHCF's tax ID number is available upon receipt of a gift. You may make a gift of cash by mail or in person.  Click here for more information.

Appreciated Securities: Stocks, bonds, or mutual funds may provide even greater tax benefits than gifts of cash. Gifts of appreciated securities can provide supporters of OHCF with the opportunity to contribute funds invested in stocks directly, mutual funds or other appreciable securities that could produce adverse tax consequences if cashed out by an investor. To enjoy the tax benefits of donating appreciable securities, the ownership must be directly transferred from the donor's account to an IRS recognized charitable organization. OHCF is a 501 (c)(3) IRS approved charitable organization. When you make a gift of appreciated securities, it must be transferred by your broker (could be you) into OHCF's account. It is important to advise OHCF of the transfer in advance so that we may track transactions and provide donors with the appropriate tax acknowledgement. OHCF's practice is to sell appreciated securities immediately with proceeds, unless specifically designated, benefitting the Foundation's general fund in support of areas of operation where there is greatest need. For donors, the tax benefit of the contribution is calculated by the average of the high and low sales price on the day the transfer is completed and OHCF takes possession multiplied by the number of shares contributed, not the value of the security when the transfer is ordered or the security is sold. Therefore, OHCF will provide you with a tax receipt that represents the amount of the true gift. Your tax advisor will consult you on this process. The valuation of closely held, private securities will vary from the afore-mentioned calculation. As with all charitable contributions, OHCF recommends consultation with your financial advisor, accountant, estate planner and family members prior to making the commitment.

Real or Tangible Property: Real Estate or other Tangible Property: Developed and undeveloped property, farms, ranches, residences may be contributable. Artwork, jewelry, rare books, equipment, antique furniture or other items of substantial value may also be contributable. Gifts of real estate and/or tangible property may be accepted by the Foundation after review by independent appraisal and legal counsel, and formal approval by the Board of Directors. Unless restricted for a particular use pertaining to a related cause (e.g. item for a Senior Wish initiative pre-approved) OHCF's policy is to sell the gifts of real or tangible property immediately with proceeds benefitting the Foundation's general fund in support of areas of operation where there is greatest need. For contributions valued at less than $4,999 it is the responsibility of the donor to document value for tax purposes. OHCF will simply acknowledge receipt of the gift with a description. For gifts valued in excess of $4,999, donors need to provide an independent appraisal by an accredited source so that OHCF may acknowledge a specific amount. As with all charitable contributions, OHCF recommends consultation with your financial advisor, accountant, estate planner and family members prior to making the commitment.

Planned Gifts: Leave a legacy in your name or in honor of someone. As you consider your estate plans, please remember the Oregon Health Care Foundation as a worthwhile beneficiary of your largesse. A planned gift is one designed to benefit you and OHCF in the future. It may be in the form of a bequest in your will or living trust, or a planned gift that provides either life income or life use from your asset. Thoughtfully planned, any of the following gifts may provide important personal benefits while providing a future gift to the Foundation. Donors often find that planned gifts enable them to use assets to support OHCF that might otherwise be lost to estate, income, or capital gains taxation. OHCF is able to provide a variety of planned giving vehicles that could provide you and your heirs with considerable benefits from life annuities to tax benefits. If you are interested in these vehicles, please contact  the Oregon Health Care Foundation for more information. OHCF welcomes inquiries, please contact us.   A bequest is the most common and flexible way to establish a legacy. To make a bequest to OHCF simply name the Foundation as a charitable beneficiary of a percentage of your residual estate.  A gift of retirement assets, such as pension plans or IRAs, may allow you to give more than you thought possible, while reducing taxes that may otherwise consume these assets.  A life income gift, such as a charitable remainder trust or gift annuity, can give you and/or a loved one income for life, provide unique tax benefits, and ultimately benefit the Oregon Health Care Foundation.  Gifts of life insurance policies you may no longer need may help OHCF. Every individual's estate planning is unique, and it is important that you consult with your tax adviser when contemplating a gift to OHCF. As appropriate, OHCF will make expert counsel available to discuss advanced estate planning.

In-Kind Gifts OHCF is proud and pleased to acknowledge in-kind gifts that make the work of the Oregon Health Care Foundation possible. Generally, these are distinct from tangible property if valued by an appraiser at $4,999 or less. Some samples of In-Kind contributions that OHCF has been privileged to receive include:   A Nikon digital camera donated by Best Buy.

Gifts of Time and Talent Financial support is critical to the future development of OHCF's education programs and senior life enrichment initiatives. Nonetheless, the heart and soul of the Foundation's work equally depends on gifts of time and talent by volunteers. There are several meaningful volunteer opportunities that require various skills and time commitments, and OHCF is grateful to those individuals who donate these most precious gifts. Volunteer information