Oregon Nikkei Endowment

Japanese American History Museum
A project of Oregon Nikkei Endowment

121 NW 2nd Ave
Portland, OR 97209
(503) 224-1458

Museum hours:
Tuesday-Saturday, 11 a.m. to 3 p.m.
Sunday, noon to 3 p.m.

$5 admission,
free for Friends of Oregon Nikkei Endowment

Support

There are many ways to support the programs and activities of Oregon Nikkei Endowment (including the Japanese American Historical Plaza and the Oregon Nikkei Legacy Center), including cash, stock, in-kind gifts, planned giving, and more.

Click on a link to the right to find out more information. Thank you for your interest in becoming a financial supporter of Oregon Nikkei Endowment.

To make an online donation or recurring donations via Click & Pledge, please use the Donate Now button below:

Online donation system by ClickandPledge

Please consider making your donation ongoing!
 

To make a donation that can be split into equal installments, please use this Click & Pledge link.
 

Cash Gift

Cash (usually in the form of a check) is the most common form of charitable gift the Oregon Nikkei Endowment receives. Depending on your tax bracket, all or part of your donation will lower your federal income tax when you itemize deductions. Online donations are accepted. Please send all contributions to Oregon Nikkei Endowment to 121 NW 2nd Avenue, Portland, OR 97209.
 


In-kind Donation

There are many ways to contribute to the Oregon Nikkei Legacy Center or Oregon Nikkei Endowment. Making cash donations or contributing to the permanent collections are important and much appreciated. If you have any extra office supplies or other equipment, please consider donating your items to Oregon Nikkei Endowment:

Wish List

  • white and color copy paper
  • USB flash drives
  • A-frame step ladder (at least 10 feet)
  • box fan
  • postage stamps
  • restroom supplies (handsoap refills, tri-fold paper towels, toilet tissue, etc.)
  • Sharpies
  • lined writing pads (5"x8" and/or 8.5"x11")
  • mailing labels
  • 6"x9" manila envelopes
  • Post-It notes

Library Wish List

The Legacy Center's library is a wonderful resource, and we rely on book and media donations from the community to keep it up to date:

Library Book Wish List (pdf)
 


Securities

Over the years many of us have enjoyed significant gains in the stock market. If you own stock, bonds, or mutual funds that have appreciated in value, you have a unique opportunity to realize tax savings not once, but twice, by making an outright gift to the Oregon Nikkei Endowment. How is this possible?

First, you can earn a federal income tax deduction for the full fair market value of the securities, as long as you owned them for more than one year. Second, you can avoid taxes on capital gains that you'd have to pay if you sold the securities and donated the proceeds.

Say, for example, you own $20,000 worth of stock that you purchased three years ago for $5,000. You've committed yourself to making a sizable gift to Oregon Nikkei Endowment. Your accountant shows you two alternatives for making this gift.

 

Give Stock

Sell Stock and Give Cash

Gift Value

$20,000

$20,000

Ordinary Income Tax Savings
(31% bracket)

$6,200

$6,200

Capital Gains Tax
(20% bracket)

$3,000 saved

$3,000 paid


Net Tax Savings

$9,200

$3,200

 

If you sold the stock and gave the proceeds to Oregon Nikkei Endowment, you would have to pay a capital gains tax on $15,000. By donating the stock directly to O.N.E., however, you could completely avoid all capital gains tax and realize a larger net tax savings.
 


Planned Giving

Planned giving is a gift to charity that is coordinated with financial and estate planning to serve both your philanthropic and personal needs. Planned giving incorporates a number of financial and tax benefits, and may take the form of bequests (described below), charitable gift annuities, charitable trusts, and other instruments that can guarantee you an income for as long as you live.

Wills and Bequests

Your will is your assurance that the disposition of your estate will be carried out according to your wishes. And while you're at it, won't you please consider a gift to support the continuing work of the Oregon Nikkei Endowment?

Remember Oregon Nikkei Endowment in your will.

A gift by will is known as a bequest, or a legacy. A bequest is, in every sense of the word, the ultimate gift. When donors name the Oregon Nikkei Endowment as the beneficiary of these gifts, it renews our determination to work harder for our cause in the knowledge that someone felt strongly enough about what we do to include us in their family.

Bequests can be simple or complex. You should, of course, discuss your estate plans with your family and your financial and legal advisors. Bequests may include cash, securities, real estate, other property, life insurance, retirement assets, or a percentage of your estate.

Federal Estate Tax Savings

An outright gift to Oregon Nikkei Endowment from your estate (whatever the amount, and whether it is expendable or for endowment) is entirely free from federal estate taxes. O.N.E. is able to make use of the full amount of your gift. Bequests to individuals, on the other hand, are taxed significantly and may reduce your bequest by as much as 55 percent. 

Other Advantages of Bequests

Giving by bequest costs nothing now, yet it may give you a great deal of satisfaction to know that your future gift will live on. Bequests are very private. You may make a bequest anonymously and change it at any time. 

How To Do It

To make a gift to Oregon Nikkei Endowment from your estate, simply include a statement to that fact in a properly signed will or trust instrument. If you already have a will, you can add a codicil with the details of your bequest, or amend your present trust instrument. To ensure that your exact intentions are carried out, your estate planning documents should be prepared in consultation with your attorney and financial advisor.

Naming Oregon Nikkei Endowment in your will or trust can be as simple as including the following sentence:

I devise to (or Upon the Dissolution of this Trust) (or make as Beneficiary) the Oregon Nikkei Endowment, an Oregon Non-Profit Corporation, the sum of $____ (or the __% of the Estate) (or all the rest, residue and remainder of my Estate or Trust) to be used for carrying out its mission.

Our legal title is: Oregon Nikkei Endowment, Inc. Please call for our tax ID and further instructions. 

For more information on how to include O.N.E. in your estate plan, have your financial advisor contact Aaron Sanstrum at:

Sanstrum Associates, Inc.

11104 SE Stark St.

Portland, OR 97216

  

(503) 241-7430 or 
(800) 366-5178

Fax: (503) 241-2746
 

Charitable Gift Annuities

A Gift Annuity is an agreement between you and the Oregon Nikkei Endowment. In return for your gift of cash or securities, you receive fixed payments for the rest of your life. You may, if you choose, name a beneficiary other than yourself.

Because the amount of fixed payments you receive is based on your life expectancy, the older you are when your gift annuity begins, the higher your rate of return. You may choose to receive payments monthly, quarterly, semiannually, or once annually. You can even defer receipt of payment for a number of years. 

The Oregon Nikkei Endowment is obligated by law to make payments to you or your designated beneficiary for as long as you live. Please call O.N.E. at 503-224-1458 for details.

Tax Benefits

Not only do you receive a federal income tax deduction in the year you make the gift, a portion of your guaranteed annual payments are also tax-free. The older you are, the greater the tax free percentage of each payment you receive.
 

Trusts

Trusts are formal legal arrangements with a designated trustee, who receives and holds legal title to property and administrates the property according to your instructions. Trusts can be established to conform to almost any financial or administrative function you choose. 

For example:

  • A trust can provide income for your children, grandchildren, or other relatives, with the remainder divided among any number of charities.
     
  • A trust can provide funds for charities of your choice for a number of years or a lifetime. Proceeds are then divided, according to your wishes, among any number of heirs or beneficiaries.

When a Trust Makes Sense

Trusts can be very simple, or they can be as complex as necessary to meet your financial, charitable, and personal goals. 

For example, they can be used if you:

  • are a parent who wants to establish a secure source of lifetime funding for a disabled or financially dependent child
     
  • own a closely held or family business with heirs likely to sell after inheriting
     
  • own low-dividend stocks that are worth significantly more today than when you bought them, or the majority of your portfolio is in the form of your employer's company stock
     
  • are a retiring farmer with last year's crop to sell and no expenses to offset income
     
  • own non-income producing real estate or personal property, free of liens or mortgages
     

For gifts of publicly traded securities, you also are partially shielded from capital gains taxes.

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Securities
 
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Online donation system by ClickandPledge
 

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Art Behind Barbed Wire
July 12 — October 19, 2014

Art Behind Barbed Wire

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The Legacy Center has a wealth of resources documenting Japanese American history and culture, housing original manuscripts, government documents and publications, as well as historical and contemporary artifacts and photographs.

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Your support will help to ensure that the history, art and culture of the Nikkei are preserved and shared with the community for generations to come.

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For information on administrative hours,
please call us at 503-224-1458.


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