Donor Advised Fund

Harness the Giving Power of a Private Foundation

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Legacy Health and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming Legacy Health the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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An Example of How It Works

Happy family Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for Legacy Health (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura's mother. They name Legacy Health as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.

Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact Rachel Gitner at 503-413-6774 or rgitner@lhs.org to discuss using your donor advised funds to support Legacy Health and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include Legacy Health in your plans, please use our legal name and federal tax ID.

Legal name: Legacy Health
Address: P.O. Box 4484 Portland, OR 97208
Federal tax ID number: CARES Northwest 93-1314469
Emanuel Medical Center 46-5562403
Good Samaritan Foundation 23-7017276
Legacy Health Foundation 46-5562403
Meridian Park Medical Foundation 93-0773410
Mount Hood Medical Center Foundation 93-0794951
Randall Children's Hospital Foundation 93-1314469
Salmon Creek Hospital Foundation 83-0433165
Silverton Health Foundation 93-00913392
Unity Center for Behavioral Health 46-5562403

Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for Legacy Health. Download the FREE guide Maximize the Impact of Donor Advised Funds.

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