Planned Giving: Legacy Society

“In death, I want my love to live on, so I have written a will and included CAP in it.  I want to support CAP in its work of advocacy, education, stigma-busting, and care. This is how I want to be remembered.” – Leo, Legacy Society Member

Many people—those living with HIV or AIDS, their friends, partners, families, and others—have chosen to express their commitment to ending the pandemic by remembering CAP in their wills and becoming a member of our Legacy Society. Making a bequest to CAP gives people a special sense of connection to our agency, and ensures that their legacy can continue to help us make a lasting difference in the lives of those impacted by HIV/AIDS.

To become a member is simple. Include Cascade AIDS Project as a beneficiary of a gift from your estate, and notify us of your plan.

For more information, contact Peter Parisot, Director of Development & Communications, at 503.278.3850.

 

Benefits

  • You control the property funding the bequest during your lifetime
  • Your bequest will not be subject to any potential federal estate tax
  • Invitation to all VIP Events offered by CAP for AIDS Walk and Art Auction
  • Invitation to the annual Legacy Society Cocktail Hour and Pinning Ceremony.
  • You provide future support for Cascade AIDS Project, giving CAP the ability to help the maximum number of people affected by HIV/AIDS

 

“The reason I joined the Legacy Society is primarily religious (note the small r).  As a liberal Christian, I truly believe that God loves all of us madly and deeply and that my job is to live that out in my life on earth.  That includes what I do with my money, before and after I die.  I want no misunderstanding about how what I leave behind is used, and this is an excellent way to ensure that CAP continues its mission.  It’s a wonderful agency with a great set of goals which I can endorse wholeheartedly and I want to help for a long time.” – Gretchen, Legacy Society Member

 

There are several ways to make a bequest to CAP. Consult with your attorney or other advisors to make sure that the bequest you chose makes sense as part of your overall estate plan.

  • A Specific Bequest:  is a gift of a particular dollar amount or a particular piece of property. Example language:
    “I bequeath [dollar amount or description of property] to Cascade AIDS Project, a Portland not-for-profit with its principal offices at 208 SW 5th Ave, Suite 800, Portland, OR 97204, to be used for its general purposes.”

 

  • A Residuary Bequest is a gift of all or part of the property remaining in your estate after debts, expenses, and specific bequests have been paid. Example language:
    “I give, bequeath, and devise [all, or ___percent of] the rest, residue, and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to Cascade AIDS Project, a Portland not-for-profit with its principal offices at 208 SW 5th Ave, Suite 800, Portland, OR 97204, to be used for its general purposes.”.”

 

  • A Contingent Bequest is a gift that takes effect only if the primary beneficiary or beneficiaries of the bequest predecease you. Example language:
    “If neither my spouse nor any descendant of mine survives me, then I give, bequeath, and devise [all, or __ percent of] the rest, residue, and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to Cascade AIDS Project, a Portland not-for-profit with its principal offices at 208 SW 5th Ave, Suite 800, Portland, OR 97204, to be used for its general purposes.”.”

The most useful bequest is an unrestricted bequest for the general purposes of CAP. This permits CAP to use your gift wherever it is most needed at the time. However should you wish to make a bequest for a specific purpose (i.e., other than for CAP’s general purposes), please add:

“I direct but do not require that Cascade AIDS Project use these funds for _______________________.”

 

Members of CAP’s Legacy Society are:

  • Gretchen Bancroft
  • Terry Bean
  • Kathy Behrend*
  • Frank Biesinger, Jr.*
  • Leo Channing
  • Neesie Doss
  • Dave Eckert
  • Paul Hempel
  • Charles Holzer*
  • Foy Renfro
  • Kent Rudisill
  • Robby Sherwin
  • Michael Sorensen
  • Jonathan Stokes
  • Charles Washington
  • Richard Wilde
  • Kathyn Vaughn

* Members who have Passed Away
Need a referral to a respected source in the community?  Click here.

 

Tribute Giving

Tribute Giving is a meaningful way to honor friends or to remember loved ones. CAP will send acknowledgment of your gift to the recipient of your choice. Honorees and bereaved truly appreciate this message of your thoughtfulness. For more information, please contact Peter Parisot, Director of Development & Communications, at 503.278.3850.