Including Albertina Kerr Centers Foundation through a bequest in your will
The staff of the Planned Giving Office of Albertina Kerr Centers Foundation is available to assist you in making your plans for a charitable donation.
Sample Bequest Language
Please note that gifts should be carefully considered in relation to your comprehensive financial and estate plans. We recommend that you consult an attorney in the preparation of your will and to facilitate its execution so as to comply with your requirements. When including a bequest provision in your estate, it is essential to use the full legal name and provide the federal taxpayer identification number.
Our full, legal name: Albertina Kerr Centers Foundation
Our federal taxpayer identification number: 93-1297104
Bequests for Unrestricted Purposes:
Unrestricted gifts are used for the greatest need at the time to be determined by the Board.
Contingent Bequests:
A contingent bequest takes effect only if the primary intention of the donor cannot be met (e.g. if the primary beneficiary does not survive the donor). This ensures that the donated gift will not be distributed to unintended beneficiaries. Your attorney will assist you in the possible language of this type of bequest.
Bequests for Restricted Purposes:
If you wish to honor a family member, a special person or provide support for a specific program, then you may designate your bequest for that purpose. Often specific guidelines govern the use of these types of bequests. We recommend that you contact us to discuss your intention for a restricted gift.
A General and Simple Bequest Form
“I hereby bequeath to the Albertina Kerr Centers Foundation, located at 424 NE 22nd Avenue, Portland, Oregon, 97232 with a tax identification number of 93-1297104 _________________(enter the percentage of the estate or dollar amount) to be used for _________________(insert program choice here) or for general purposes determined by the Foundation Trustees.”