Beneficiary Designations

Make a Gift in a Few 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
  • Donor advised funds
  • Commercial annuities

It is very simple to name a Providence foundation as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

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An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they've been able to give their children and Providence over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Providence a $75,000 IRA to be transferred following their lifetime. Because Providence 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.

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Next Steps

  1. Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website. 
  2. Decide what percentage (1 to 100) you would like a Providence foundation to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Lindsey Oldridge Mary Whitney Brett Beck Tina Gilson Mark Johnson Molly Swain Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane Lon Dufek & Megan Crane at 509-331-5978 or nationalfoundation@providence.org mary.whitney@providence.org brett.beck@providence.org plannedgiving@providence.org mark.johnson4@providence.org molly.swain@providence.org gary.crum@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org Lon.Dufek@providence.org to let us know your goals for the gift so we can ensure it is used as you intend.

Legal name: Providence National FoundationProvidence Marianwood FoundationProvidence TrinityCare Hospice FoundationProvidence General FoundationProvidence Hospice and Home Care Foundation of Snohomish CountyProvidence Mount St. Vincent FoundationProvidence Hospice of Seattle FoundationProvidence Children's Health FoundationProvidence Benedictine Nursing Center FoundationProvidence Community Health Foundation - Southern OregonProvidence Hood River Memorial Hospital FoundationProvidence Milwaukie FoundationProvidence Newberg Health FoundationProvidence Portland Medical FoundationProvidence St. Vincent Medical FoundationProvidence Seaside Hospital FoundationProvidence Willamette Falls Medical FoundationProvidence Foundations of Oregon
Address: 4400 NE Halsey Street, Suite 599, Portland, OR 972133725 Providence Point Dr. SE, Issaquah, WA 980295315 Torrance Blvd. #B1, Torrance, CA 90503916 Pacific Avenue, Everett, WA 982011615 75th St. SW, Suite 210, Everett, WA 982034831 35th Ave. SW, Seattle, WA 981262811 S. 102nd Street, Suite 220, Tukwila, WA 98168830 NE 47th Ave., Portland, OR 97213540 Main St., Mt. Angel, OR 97362940 Royal Ave., Suite 410, Medford, OR 97504810 12th St., Hood River, OR 9703110150 SE 32nd Ave., Milwaukie, OR 972221001 Providence Dr., Newberg, OR 971324805 NE Glisan St., Portland, OR 972139205 SW Barnes Rd., Portland OR 97225725 S. Wahanna Road, Seaside, OR 971381500 Division Street, Oregon City, OR 97045P.O. Box 3375, Portland, OR 97208
Federal tax ID number: 94-307854391-755428833-026101691-104161727-255274991-118811991-207727893-080014091-194028693-069290793-092199094-307951593-088914493-123149493-057598293-092732093-1003750Select your foundation to view

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

Personal Estate Planning Kit Personal Estate Planning Kit

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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