Make a Gift in 3 Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities

It only takes three simple steps to make this type of gift. Here's how to name Susan G. Komen Oregon and SW Washington as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

See How It Works

Watch how it works

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and Komen Oregon and SW Washington over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Komen Oregon and SW Washington a $75,000 IRA to be transferred following their lifetime. Because Komen Oregon and SW Washington is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24 percent marginal income tax bracket.

Next Steps

  1. Contact Ann Berryman at 503-553-3675 or aberryman@komenoregon.org for additional information on beneficiary designations and how they can help support Komen Oregon and SW Washington with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name Komen Oregon and SW Washington in your plans, please use our legal name and federal tax ID.

Legal Name: Susan G. Komen Oregon and SW Washington
Address: 1500 SW First Avenue, Suite 270 Portland, Oregon 97201
Federal Tax ID Number: 93-1068897

Learn More

Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

View My Guide

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

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