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Ways to Give

We have helped children and families for over 75 years and are already preparing for our next 75 years. Legacy gifts can be an integral part of financial and estate planning. Your gift to Morrison, through your will or living trust, provides us the resources we need to have generational impacts on children and families in our community.

Estate Gifting

Name Morrison in your will.

When you name Morrison in your will, you can choose to bequeath a monetary sum or a percentage of your estate and take a 100% estate tax deduction.

Life Insurance Policy

Name Morrison in your life insurance policy.

If you would like to add Morrison to your current will or life insurance policy, you may sign a provision a codicil or trust amendment that states any changes. You may also gift your fully-paid life insurance policy or make Morrison the beneficiary of an existing policy. Another option is to take out a new policy with Morrison as the owner and beneficiary.

IRA, 401(k), Retirement Plan Beneficiary

Designate Morrison as a beneficiary of your IRA, 401(k), or other qualified retirement plan.

Many retirement plans include the option to bequeath your retirement plan assets to nonprofit organizations such as Morrison. Such assets are then free of estate and income tax, which means more of your gift goes directly to support Morrison’s services.

If you are 70½ or older, you can make a tax-free distribution from your traditional or Roth IRA to Morrison up to $100,000 without incurring income tax on your withdrawal.

Charitable Trusts

Donate through a Charitable Trust.

Charitable remainder trusts are individual trusts that are generally funded with cash or appreciated property or stock.

Charitable Lead Trusts pay income to Morrison for a number of years (or a lifetime) and then transfers the remaining assets in the trust back to you or to another individual of your choice. Charitable lead trusts are not tax-exempt trusts, meaning they are subject to the same income and estate tax laws as other non-exempt trusts.

Charitable Remainder Unitrusts distribute a variable amount either for a set term of years or for the lifetimes of the beneficiaries. Income can be distributed as a fixed percentage of trust’s annual value or the net income of the trust. Morrison then receives the remainder of the trust assets after the term of the trust ends.

Advantages include:

  • Annual income for yourself and/or other beneficiaries
  • A partial income tax charitable deduction in the year the trust is funded
  • Not immediately incurring capital gains tax on appreciated long-term assets
  • Freedom from the burden of managing the property you put in the trust

Stocks or Mutual Funds

Donate stocks or mutual funds.

Donating stocks or mutual funds to Morrison is a smart and simple way to help. By making a gift of appreciated securities, you may be able to avoid capital tax gains, diversify your portfolio, and/or secure a stream of income.

Please note that the securities you use to make your gift must have been held by you for more than one year in order to be fully deductible.

Real Estate

Donate residential, commercial, or undeveloped real estate to help Oregon families, save on taxes, and reduce ownership responsibilities.

Morrison will sell the property and use the proceeds to support vital programs. In very limited cases, we may use the properties for our own purposes.

Personal Property

Donate your personal property.

Most gifts of personal property are made outright. Receive gift credit and an immediate income tax deduction for the appraised value of your accepted gift, provided that it satisfied the “related use” requirements of the IRS.

Morrison may hold the property, display, or use it, or we may sell it and use the proceeds to advance our work in the community.


You send a check, wire funds, or contribute online to Morrison. We then use your donation for the purposes you specify.

Want to learn more about planned giving or discuss your philanthropic goals?

Contact Us

Give the gift of a lifetime to Morrison Child & Family Services.

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Planned Giving Terms

Flexible: You can direct your support to any program or the Morrison Foundation (unrestricted funds).

Revocable: A bequest can always be modified if your interests or circumstances change.

Financially smart: Simple bequests through a will or living trust may qualify your client for an estate tax deduction based on the bequest’s value. Bequests may consist of cash, securities or other assets, or the residue of an estate.

As with all substantial financial planning, please consult with your financial advisor to determine the best method for achieving your philanthropic goals while planning for your financial future. The information on this website is not intended as legal advice. For legal advice, please consult your attorney.


11035 NE Sandy Boulevard
Portland, OR 97220

Main Tel. 503-258-4200

Tax ID: 93-0354176


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Morrison Child & Family Services provides culturally responsive, anti-oppressive mental health and substance use disorder treatment, support, and prevention services to children, youth, and families who are working through the effects of systemic racism, trauma, poverty, abuse, neglect, or other mental health needs. Tax ID: 93-0354176

The Morrison Foundation partners with the community to sustain and expand financial support for Morrison Child and Family Services’ programming. Tax ID: 81-4453786

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