Planned Giving
Five non-cash giving tools
Realize the power of a gift with these non-cash giving tools
The Sisters of St. Mary of Oregon Foundation has partnered with FreeWill to provide free online tools to make planning and giving as easy as possible.
If you would like to extend your support of the SSMO Foundation to make a lasting difference in the lives of those served by the Sisters of St. Mary of Oregon and their sponsored ministries at Valley Catholic School and Maryville, consider a tool below that best supports your intentions.
Wills and Living Trusts
A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust. The good news is that you can create a will today in as little as 20 minutes.
Our partnership with FreeWill allows you to create your will and legacy gift for free.
FreeWill can also help you plan beneficiaries for assets not included in your will.
Have you made a gift to us in your estate plans? Fill out this online form to let us know. We would love to thank you for carrying on the rich legacy of the Sisters of St. Mary of Oregon.
Next Steps
- If you are ready to create your bequest, get started with our partners at FreeWill for free. The process takes 20 minutes, and allows you to make a free plan for your loved ones as you create your gift for the SSMO Foundation. Start your legacy today.
- Email Patricia Blood to discuss options for including the SSMO Foundation, Maryville or Valley Catholic School in your will or estate plan.
- If you would like to create a bequest through your own attorney, seek the advice of your financial or legal advisor.
- If you include the SSMO Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Sisters of St. Mary of Oregon Foundation
Address: 4440 SW 148th Avenue, Beaverton, OR 97078
Federal Tax ID Number: 93-1253966
Charitable Stocks
Donating stock, bonds, or other appreciated assets can be an extremely tax-efficient way to support the Sisters of St. Mary of Oregon and their sponsored ministries. When you donate appreciated assets held for more than one year, you may avoid capital gains taxes and be eligible to take a tax deduction for the full fair-market value of the asset.
Visit Freewill, our free online resource, to donate appreciated stock today.
Questions: Email [email protected] or call 503-718-6480.
Donor-advised Funds
Make a grant from your Donor-Advised Fund (DAF). DAFs are investment accounts for the sole purpose of supporting charitable organizations today. This tool automatically links with your DAF, allows you to recommend how you would like your gift to be used and notifies the SSMO Foundation of your intentions. Using the tool linked above also saves us a lot of time, so thank you.
Questions: Email [email protected] or call 503-718-6480.
IRA Rollover/Qualified Charitable Distribution
If you are 70½ years or older, you can take advantage of a simple way to benefit SSMO Foundation and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such without having to pay income taxes on the money. This popular gift is the IRA charitable rollover, and also referred to as a qualified charitable distribution or QCD.
To get started with a Qualified Charitable Distribution, just go to Freewill, our free online resource.
If you have already made a QCD directly through your IRA custodian, please visit the link above to let us know! (Your custodian may not include your name with your gift.)
Cryptocurrency
Donate crypto. We now accept donations of Ethereum, Bitcoin, and other cryptocurrencies. This gives us one more way to further the Sisters of St. Mary of Oregon’s mission of education, health care and community outreach while providing you with extra tax benefits.
Contact [email protected] or call 503-718-6480 if you have questions.
