The Grove

    The Grove Logo

    Join “The Grove” and leave a legacy that enables families to benefit from exceptional nonprofit care in the years to come

    Gift in Living Will or Trust

    In as little as one sentence, you can make your gift: “I give to Care Partners, a nonprofit corporation currently located at 12670 NW Barnes Rd #100 Portland, OR 97229 , or its successor thereto __________[written amount or percentage of the estate or description of property] for its unrestricted use and purpose.” Fund your Gift with:
    • Cash
    • Appreciated securities
    • Real estate
    • Tangible personal property
    • Closely held stock

    Beneficiary Designations

    In three simple steps you can name Care Partners as a beneficiary of:

    • IRAs and retirement plans
    • Life insurance policies
    • Commercial annuities
    1. Contact your plan administrator, insurance company or financial institution for a change-of-beneficiary form
    2. Decide what percentage (1-100) you would like us to receive and enter this amount, along with our legal name, on the beneficiary form
    3. Return the completed form to your plan administrator, insurance company or financial institution

    Next Steps

    • Contact Nathan Gregg at 503.648.9565 or nathan.gregg@carepartnersor.org for more information on how you can use planned giving options to support Care Partners’ mission, including Donor Advised Funds
    • Seek advice from your legal or financial advisors, especially regarding optimal tax strategies for your gifts
    • If you include Care Partners in your plans, please use our legal name and federal tax ID and send us a notification letter for our records (see below)

    Legal Name: Care Partners
    Address:
    12670 NW Barnes Rd #100 Portland, OR 97229

    Fed Tax ID: 93-0836166

    DOWNLOAD NOTIFICATION LETTER