Charitable Estate Planning Northwest is delighted to serve people in the often-complicated area of estate planning and planned giving. The Lions Foundation makes this service available to Lions Club members all over the state of Oregon — without cost or obligation to them. I can't think of a more noble work to be part of than to help those, who help others, to be able to see and hear.
- K. Gene Christian, B.A., M.E.A.

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Planned Giving

Planned giving programs allow you to take control of your assets and create a legacy. With thoughtful planning, you can create a special legacy that will always be remembered. Your donation changes the lives of some of our most vulnerable neighbors. Your gift will help our Lions serve sight and hearing needs in your community.

Join the Legacy Circle and be part of a special group of Lions and friends who have planned for the future of the Oregon Lions Sight & Hearing Foundation and its vital services. The Legacy Circle honors individuals who have made some provision for the future of the Foundation through estate planning.

Planned gifts can take many forms:

  • Memorial Directives
    A simple way to provide for the future of our services by telling relatives and friends that you want gifts in your memory to come to our Foundation.
  • Bequest
    A bequest directs a gift to be made by will at the donor’s death. Bequests in a will are the simplest form of a planned gift and provide a contribution at your death. You have unlimited use of the property during your lifetime and unlimited estate tax deduction for your gift.
  • Charitable Gift Annuity
    Make a lump sum payment of cash or marketable securities and receive a guaranteed tax-sheltered income for your lifetime.
  • Gifts of Real Estate
    Outright real estate gifts can be deductible at fair market value. You can also make gifts of primary, rental, or vacation properties in trust, retain the right to live in the residence with tax benefits.
  • Tangible Property, Art, Antiques and Collectibles
    These gifts allow a tax deduction at fair market value and can be given during lifetime or by will.
  • Life Insurance Policies
    By naming the Foundation as owner or beneficiary of Life Insurance Policies you can receive significant tax benefits.

If you would like to learn more about the benefits of our NO COST charitable estate planning services in partnership with Charitable Estate Planning Northwest or for more information on any of these forms of giving, please contact Doug Thompson, Executive Director at 503.413.7399 or DougT@OLSHF.org.