The Legacy Society
Explore the many ways you can help meet your financial goals and maximize your philanthropic giving through sound and timely gift planning with Transition Projects.
Contact us today about any questions you have or to learn more about how gift and estate planning can benefit you and help end homelessness. Your inquiry is always confidential. Please contact us at 503.280.4667 or firstname.lastname@example.org. With a thoughtful, well-planned gift such as a bequest by will, you can discover new ways to make significant gifts to Transition Projects that make a difference.
To ensure that your gift benefits Transition Projects, please consult your attorney. The Leave A Legacy organization suggests the following wording in your Will or any Trust document:
I devise to (or Upon Dissolution of this Trust) (or make as Beneficiary) Transition Projects, Inc., 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 Transition Projects, Inc. and our tax ID # is 93-0591582.
Frequently Asked Questions about Bequests
Must I have an estate in order to leave a gift?
An estate is simply a word used to describe any property, money or personal belongings that you may have at the time of your death. Most people leave an estate when they die, even though they may not have a great deal of wealth. Anyone can arrange to leave a charitable gift from their estate when they pass away.
Who can help me arrange for a gift?
If you have a professional you're working with such as a financial planner, lawyer, accountant or insurance agent, please speak with them about leaving a gift. A professional can tell you about the tax benefits of planned gifts. You may also contact our office for help.
How do I leave a gift in memory or honor of a person or for a specified purpose?
A gift is a wonderful way to recognize someone who has made a difference in your life. You may also want to give to a specific program or to a new building. This type of gift can be arranged in your will, the same way that you would leave a personal gift from your estate. You will need to make it clear that the gift is given in memory or honor of a particular person or for a specified purpose. For more information on bequests, please visit the website of our friends at the Leave a Legacy organization.