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The Belknap Society

The Belknap Society honors individuals of vision and wisdom who have remembered Adventist Medical Center in their estate plans. The Belknap Society welcomes people who have made bequest commitments, life income, planned gifts, life insurance gifts and gifts of real property to benefit the medical mission of our hospital. (For more information on these and other types of gifts, see Ways to Give.)

The Belknap Society is named in memory of the founding physician of Adventist Medical Center, Lewis Belknap, M.D., who started the hospital in 1894. The sacrifice, pioneer spirit and commitment to serving the health needs of our community that established the hospital continue in the mission of Adventist Medical Center today.

Membership to The Belknap Society is attained by a simple letter of notification that an estate gift in support of the medical center has been included in your estate plan.

Belknap Society Members

Current Members We thank the following individuals
for their generous contributions of estate gifts:
Anonymous
Mrs. Roderick Begg
Harold O. Burden
Mr. and Mrs. Larry D. Dodds
Gene and Janet Domke
Jacob J. Haar
William C. and Pamela P. Heiser
Norman and Linda Henry
Deryl and Shirley Jones
Mildred Oberg Mittleider
Dr. and Mrs. William Rippey
Dr. Bertram and Vera Robertson
Donna Trout
Dr. Barbara Wagner
Dr. and Mrs. Rick Westermeyer
H. Dieter Zimmer and Adele Koltun
A.G. Beals
Dr. Roderick Begg
Helen L. Berg
Beatrice Brath-Ham*
William C. Butler
Olive Caslow
Ray H. Diebel
Cecilia Diny
Aaron Frank
Jewell H. Gill
Dave and Betty Goheen
Rayford and Norma Hall
Pauline Harrison
Ebba Mackey
Joseph Mackey
Fannie Marx
Dr. Willard Mathiesen
Chester Monnich
Ron Nance
William and Florence Nelson
Dr. Donald and Glenda Schafer
Bessie Shaylur
Dr. and Mrs. Eldon Snow
Dr. G. Lee and Ione Stagg
Woodrow and Neliemae Taylor*
Frank Trout

*Belknap Society Co-chair

This member list is based on the most current information we have. If you are aware of other eligible members who are not listed, please contact the Foundation office at Adventist Medical Center at 503-251-6197 so we may include them. Thank you.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Adventist Medical Center a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

The official bequest language for Adventist Medical Center is: "I, [name], of [city, state, ZIP], give, devise and bequeath to Portland Adventist Medical Center [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." 

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Adventist Medical Center or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Adventist Medical Center as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Adventist Medical Center as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Adventist Medical Center where you agree to make a gift to Adventist Medical Center and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

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Last Name is required
Please include an '@' in the email address