There is a way for you to support Oregon Health & Science University Foundation or Doernbecher Children's Hospital and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.
With a charitable gift annuity you agree to make a gift to OHSU or Doernbecher and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.
This type of donation can provide you with regular payments for life and allow OHSU or Doernbecher to further our mission. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 65, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.
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An Example of How It Works
Dennis, 75, and Mary, 73, want to make a contribution to OHSU or Doernbecher but they also want to ensure that they have dependable income during their retirement years. They fund a $25,000 charitable gift annuity with appreciated stock that they originally purchased for $10,000.
Based on their ages, they will receive a payment rate of 4.5%, which means that they will receive $1,125 each year for the remainder of their lives. They are also eligible for a federal income tax charitable deduction of $10,189* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on a 2.0% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
- Contact the Office of Gift Planning at 503-228-1730 or email@example.com for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with OHSU or Doernbecher.
- Seek the advice of your financial or legal advisor.
- If you include us in your plans, please use our legal name and federal tax ID.
Legal name: Oregon Health & Science University Foundation
Address: 2020 SW 4th Ave., Suite 900, Portland, OR 97201
Federal tax ID number: Tax ID Number: OHSU Foundation: 23-7083114