Make a Planned Gift
By naming Community Action as a beneficiary of your will, trust, insurance policy or IRA, or by establishing a life-income gift, you can help ensure that Community Action will continue to create opportunities for people and communities for years to come.
If you choose to leave Community Action in your estate plans, you and your attorney/advisor will need the following information:
Legal Name: Community Action Organization
Tax ID# 93-0554941 - an Oregon non-profit corporation
Physical and Mailing Address: 1001 SW Baseline Street, Hillsboro, OR 97123
To discuss including Community Action in your giving plans, please email Gini Petersen or contact her directly at 503-693-3238.
This convenient and thoughtful way to support Community Action's mission also offers potential tax advantages for donors. To make a transfer provide your broker with the following information and ask him/her to credit the transfer to Community Action:
Broker shares are transferred to is Pershing/SagePoint Financial Inc. - Account # 5UP-341950 / DTC number: 0443
If questions arise, contact Community Action’s broker:
Ellyn Greenwald, Lomas Financial Services
17933 NW Evergreen Pkwy Ste. 111, Beaverton, OR 97006
Please email a written notification of the gift to Gina Bounds at email@example.com or call 503.806.0325. Please include the name of the stock and the number of shares to be transferred. You might also include the name of your broker as a point of reference.