The Legacy Society

Make Compassionate Care part of your Lasting Legacy

The Legacy Society is a community of givers who are making compassionate care part of their lasting legacy. By planning a future gift to Partners In Care, members of the Legacy Society help ensure that all those in need have access to the highest quality of care and services during their end of life journey. Joining the Legacy Society is one of the most powerful actions you can take to help patients and their families. A legacy commitment is an investment in Partners In Care and the well-being of our Central Oregon community.

Planned Giving

A Gift in Your Will

Whether you designate a specific amount or leave a percentage of your estate, your legacy gift will empower the continued work of Partners In Care.

Sample text:
I [name], of [city, state ZIP], bequeath the sum of $[ ] or [ ] percent of my estate to Partners In Care, a nonprofit organization with a business address of 2075 NE Wyatt Court, Bend, OR 97701 and a tax identification number 93-0756143 for its unrestricted use and purpose.

Beneficiary Designation

Your retirement plans, life insurance policies, and annuities can all help ensure quality, compassionate care is provided to those in need.

Non-cash Assets

Donating certain non-cash assets like real estate can provide significant tax benefits while advancing the mission of Partners In Care.

Qualified Charitable Distributions

If you are 72 or older, you can give up to $100,000 per year from your IRA, allowing you to exclude the amount of your RMD from your income, even if you don’t itemize your taxes each year.

Get in Touch

If you have any questions for our team, we want to provide the best support for you. Please reach out to Bekka Austin, Director of Development, by phone (541) 706-1335, email, or by filling out the form below. Also, if you’ve already included Partners In Care in your will or estate plan, let us know! We’d love to officially welcome you to the Legacy Society.

Bequest Policy – It is the general policy of Partners In Care that all gifts shall be presumed to be for all charitable purposes (i.e. unrestricted) unless there is an explicit restriction. This allows the organization to apply the funds to the most pressing needs at the time of funding.

The information found on this page is intended for informational purposes only. We recommend consulting with a trusted financial advisor before making decisions involving your estate.