Naming Big Brothers Big Sisters Columbia Northwest as a beneficiary in your will or revocable trust is way to continue investing in your values after your death. You may leave all or a part of your trust or estate to Big Brothers Big Sisters Columbia Northwest. Your bequest can be for a specific dollar amount or a percentage of your estate or trust.

Sample language – Will: I give, devise, bequeath [$________/ ________%] of my estate to Big Brothers Big Sisters Columbia Northwest, an Oregon nonprofit corporation, located in Portland, Oregon (Tax Identification Number 93-1303640) for its unrestricted use and purpose.

Sample language – Trust: The Trustee shall distribute [$________/ ________%] of the residuary estate to Big Brothers Big Sisters Columbia Northwest, an Oregon nonprofit corporation, located in Portland, Oregon (Tax Identification Number 93-1303640) for its unrestricted use and purpose.

Designating Big Brothers Big Sisters Columbia Northwest as a beneficiary on your financial accounts, life insurance policies, or retirement assets is one of the simplest ways to make a planned gift. Contact your financial institution, insurance company, and/or plan administrator to request and complete a beneficiary designation form.

Naming Big Brothers Big Sisters Columbia Northwest as a recipient charitable organization for you donor-advised fund is a way to leave a legacy at your death. Contact the sponsoring organization of your donor-advised fund to name Big Brothers Big Sisters Columbia Northwest as a recipient charitable organization in the event of your death.

Transferring securities, including stocks and bonds, at death depends on the rules applicable to the specific stock or bond. In some instances, you may be able to designate Big Brothers Big Sisters Columbia Northwest as a “payable-on-death” or “POD” beneficiary on the stock or security. Alternatively, you can add a bequest of your stocks and securities in your will or revocable trust (see above). Stocks or securities are promptly sold and the proceeds are used to support Big Brothers Big Sisters Columbia Northwest.