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Support

Planned Giving Instruments

If you wish to support the Oregon Nikkei Legacy Center, consider the following ways to do so:

Cash

In-kind Donation

Charitable Gift Annuities

Securities

Vehicle Donation

Trusts

Will or Bequest

Click on a link above to find out more information. Thank you for considering becoming a financial supporter of the ONLC.

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 to ONLC are accepted. Please send all contributions to Oregon Nikkei Endowment to 121 NW 2nd Ave., 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 ONLC:

Wish List

• postage stamps
• power strip
• mailing labels
• guest book and extra pages
• colored copy paper
• cardstock
• paper cups (hot)
• paper napkins

Library Wish List

 
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 ONLC 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.
 

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 ONE. Your accountant shows you two alternatives for making this gift.

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

Vehicle Donation

Oregon Nikkei Endowment accepts vehicles for donation. If you would like to donate a vehicle, follow these steps:

1. Fill out the ONLC's Vehicle Donation Form, available at the Legacy Center.


2. Sign the vehicle's Certificate of Title on the line marked "signature of seller(s)." Print "Oregon Nikkei Endowment" on the line indicated the purchaser's name and address. If the title shows a lien, original documentation clearing the title from the lien holder must be provided. The address for the Legacy Center is 121 NW 2nd Avenue, Portland, OR, 97209.


3. Call ONLC at 503-224-1458 to arrange an apointment for us to pick up your vehicle, title, and keys. If possible, it would be helpful for you to come with us to deliver the vehicle to the dealer we will be working with.


4. Once we receive your title in our office, we will mail you an official receipt acknowledging your charitable contribution for your tax deduction.

 
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.
 

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 Legacy Center?

Remember the Legacy Center 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 (ONE is the parent organization of the Oregon Nikkei Legacy Center) 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 ONE from your estate (whatever the amount, and whether it is expendable or for endowment) is entirely free from federal estate taxes. ONE is able to make use 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 ONE 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 ONE 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. 

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 above), charitable gift annuities, charitable trusts, and other instruments that can guarantee you an income for as long as you live.

For more information on how to include ONE in your estate plan, contact Aaron Sanstrum or Sherry Muramatsu at:

Sanstrum Associates, Inc.

11104 SE Stark St.

Portland, OR 97216

  

(503) 241-7430 or 
(800) 366-5178

Fax: (503) 241-2746

Our Financial Supporters

We have many volunteers who give generously of their time and occupy necessary positions as visible leaders at the forefront of the Center's activities. Hundreds more behind the scenes support ONLC through their generous financial contributions. They would never seek attention for their generosity, but we hope that they will permit this public thanks for their support and regard it as our pledge to use their gifts wisely and for the good of all.

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