Legacy Circle

Would you like to make a long-term impact on saving lives and saving forests?

It may be easier than you think to make a Legacy Circle gift to Health In Harmony. Some of the simplest options are including Health In Harmony as a beneficiary on a retirement plan, which can be done online, or creating a bequest through your will. However, we are happy to talk with you and a financial advisor about creating annuities, trusts or other giving vehicles that will allow you to provide for your loved ones AND create a healthier planet.

There are many benefits of creating a planned gift to Health In Harmony:

  • making a larger gift than you would be able to make during life and creating a lasting legacy on this planet
  • tax benefits for you and your beneficiaries
  • being in control of how your money is used and the impact it has
  • many options, see below, that allow you to provide for your loved ones and make a gift

Please contact Trina Jones, Senior Development Manager via email or call or (503) 688-5579 if you have already or would like to make a Legacy Circle gift to Health In Harmony.

For more information, Health In Harmony’s Gift Acceptance and Solicitation Policy provides guidance for donations we can accept and how we process them.


Health In Harmony Legacy Circle Gift Options

This is not an exhaustive or in-depth discussion of giving options. Please consult your attorney or other financial advisor to discuss the tax and other benefits of these and other charitable giving options. He or she can advise you of the benefits of various options and of the best way to employ them for your financial goals and situation.

Bequest

A revocable gift made through a will. This is the most common type of planned gift, and it is very easy to set up. You can bequeath a specific amount or a percentage of your estate, a specific asset, or choose from many other options. Click here for sample language for each situation.

Beneficiary on Retirement or Life Insurance Policy

Both are easy to set up, both are revocable, and you may even be able to name one or more beneficiaries through your provider’s website in a few minutes.

Charitable Gift Annuity or Charitable Remainder Trust

Different vehicles but similar in that they are irrevocable agreements where you receive fixed or variable income from an asset through your life, and the remaining value of the asset after your lifetime goes to Health In Harmony. A trust is more flexible than an annuity but more complicated to set up. A Remainder Interest is a similar situation for property, where you will transfer the asset to Health In Harmony but continue to use the asset for your lifetime. A Pooled Income Fund is also similar with income coming back to you over your lifetime – it is just for multiple people to contribute to the principal.

Charitable Lead Trust

Another irrevocable arrangement by which you transfer an asset for a period of years to create income for Health In Harmony. After the designated period, the asset passes to one or more other persons (or trusts) that you designate.

*Photo credit: Bryan Watt