Planned Giving FAQ

How does planned giving work?

A planned, or deferred, gift is an excellent way to make a meaningful contribution to TIS students and teachers, to honor someone special, or to create a legacy for your family at The International School.

A planned gift is a gift that is arranged in the present, but allocated in the future. Planned gifts are often estate gifts and generally donated through a person’s will, trust or retirement account.

How do I make a planned gift?

The simplest way to make a legacy gift is to create a bequest by naming The International School as a beneficiary of a portion of your estate. A bequest can leave a specific amount of cash, securities or assets to the organization, a percentage of the entire estate, or the residual amount of the estate (the portion left over after all over obligations have been accounted for).

A bequest is truly a gift for the future. While it costs nothing to create, it will make a tremendous impact to the students, teachers and school of tomorrow.

There are many other ways to make a planned gift. Please contact the TIS Development Office to discuss other opportunities.

Sample Bequest Language:
The following is intended as an example for you to review as you draft a bequest that meets your individual needs and interests. Please consult with your attorney on the exact and appropriate wording.

General Bequest (a donation of a specific amount of money or a specific asset):

• Unrestricted Gift: “I give to The International School in Portland, Oregon (a 501(c)(3) nonprofit organization federal Tax Identification Number 94-3126167) [insert here the exact dollar amount or asset]. This is a gift to the School’s [permanent endowment fund or operating budget].”

• Restricted Gift: “I give to The International School in Portland, Oregon (a 501(c)(3) nonprofit organization federal Tax Identification Number 94-3126167) [insert here the exact dollar amount or asset]. This gift shall be directed to the [Fund Name].”

Residuary Bequest (a donation of the remainder or percentage of the remainder of your estate after all other obligations have been fulfilled):

• Unrestricted Gift: “I give to The International School in Portland, Oregon (a 501(c)(3) nonprofit organization federal Tax Identification Number 94-3126167) all [or a portion] of the rest, residue and remainder of my estate. This is a gift to the School’s [permanent endowment fund or operating budget].”

• Restricted Gift: “I give to The International School in Portland, Oregon (a 501(c)(3) nonprofit organization federal Tax Identification Number 94-3126167) all [or a portion] of the rest, residue and remainder of my estate. This gift shall be directed to the [Fund Name].”

Should I notify The International School of my plans to make a planned gift?

Yes! Please do. This is important for several reasons. First, it allows the school to fully understand how you would like your gift to be used and to be able to honor the intent of your donation. Sharing news of your gift will also allow the school to recognize you for your generosity and support. Your contribution can also serve as an inspiration to others in the community, thereby helping to grow this important avenue of support.

For questions or more information, contact:
Robert Woods, Head of School  RobertW@intlschool.org, 503.226.2496 ext 121
Lauren Riegelnegg, Development Director   LaurenR@intlschool.org, 503.225.2496 ext 117

 

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