Financials

Legacy Gifts

Supporting the Sunshine Division for Generations to Come

We know you care about families struggling to get by. And you know that your regular gifts to the Sunshine Division are a vital part of the support and HOPE we provide to people experiencing hunger.

Now there is a way you can assure that your generosity will continue to support those most in need for decades to come. Legacy or Planned gifts through your estate assure the Sunshine Division will here for our community’s most vulnerable residents both now and in the future.

Leave a legacy.  To learn more about how to help us achieve our vision of assuring that emergency food relief is always available to ALL hungry people in our community, please review the following ways to make a meaningful charitable gift through your estate or call Marcie Kessel at 503-320-2638 or 

Make a Bequest Gift

A bequest through your will is one of the simplest, most widely used and flexible ways to make a planned gift. You pay nothing now but make a real difference in the lives of others. If you have already made provisions for the Sunshine Division in your estate plans, download our Estate Giving Confirmation form [Heritage Society Form]. We would appreciate the opportunity to thank you now for the difference your gift will make for years to come.

Sample Language
The following language can be used to make an estate gift to the Sunshine Division:

• Unrestricted Gift: “I give (a specific asset) or ($__ dollars) or (__ percent of the rest, residue, and remainder of my estate) to the Sunshine Division, Inc., Portland, Oregon, for its general purposes.”

• Specific Use Gift: “I give (a specific asset) or ($__ dollars) or (__ percent of the rest, residue, and remainder of my estate) to the Sunshine Division, Inc., Portland, Oregon, to be used for the following purpose: (state the purpose, e.g., to fund annual holiday food boxes, to support Izzy’s Kids, or other purpose)“If at any time in the judgment of the Sunshine Division Board it is impossible or impracticable to carry out exactly the designated purpose, the Board shall determine an alternative purpose as near as possible to the designated purpose.”

• Important Information for Your Attorney/Advisor
• Please note: The Sunshine Division’s activities and programs change over time and the needs of future generations may not be in alignment with current programs. If you indicate a specific use for your estate gift, the following language will grant the Sunshine Division the authority to respond to changing needs:

• Legal Name: Sunshine Division, Inc.
  Tax ID# 93-0429354 – an Oregon non-profit corporation
  Physical and Mailing Address: 687 North Thompson Street, Portland, OR 97227

* The purpose of this information is for general knowledge and is not meant to be legal advice. Tax deductions vary based on applicable federal laws. It is recommended that you consult your attorney when preparing your bequest/will.

Life Insurance

You can designate the Sunshine Division as a beneficiary of your life insurance policy. Contact your advisor to make arrangements.

Retirement Plans/IRA Gifts

Whether you have an Individual Retirement Account (IRA) or a company retirement plan (or a combination) you can choose a charity like the Sunshine Division as the final beneficiary of any remaining funds which you or your loved ones do not use. Or you can designate all (or a percentage) of your retirement fund account to benefit one or more charities without losing any income during your lifetime.

Advantages for Donors

• The donor retains all income rights and benefits of the fund assets for his/her lifetime—nothing is transferred prior to the donor’s death. The property passes on to your designated beneficiaries upon death.

• Gifts bypass income tax that would otherwise be assessed to heirs at death.

• Possible estate tax savings.

• Contact your fund administrator for more information and to request a change of beneficiary form.

Contact Us:

Do you have questions or want to discuss other ways you can give? Please give us a call! We would welcome the opportunity to meet with you and your advisors, and help you decide on the type of gift that works best for you, your family and the Sunshine Division. Contact Kyle Camberg at kyle@sunshinedivision.org or 503-823-2131.