Planned Giving

In 1988, Thomas Price of Grants Pass, Oregon, left a large portion of his estate to the Talking Book and Braille Library in loving memory of his wife Irene, who enjoyed the library throughout her lifetime. Thomas’ bequest made it possible to establish the Talking Book and Braille Library’s endowment fund. Since then, many other visionary individuals, through their estate gifts to the endowment fund, have helped ensure future Oregonians with print-impairments will continue to enjoy this special library meant just for them.

If you would like to include the Talking Book and Braille Library in your estate plan, here is some useful information to help you:

• Legal name: State Library of Oregon – Talking Book and Braille Library
• Legal address: 250 Winter St NE, Salem, OR 97306
• EIN (tax ID): 93-6001773
• Example language (please consult a financial advisory or attorney): “I hereby give and bequeath ____________ (a specific amount or a percentage of the residue of my estate) to the State Library of Oregon – Talking Book and Braille Library whose legal address is 250 Winter St NE, Salem Oregon 97306, tax ID 93-6001773, for such purposes as the Talking Book and Braille Library shall determine.”

You are invited to become a member of the Talking Book and Braille Library’s planned giving program, the Irene Price Society. Enrollment in this honorary society is simply a matter of advising us of an action to include the Talking Book and Braille Library in your estate planning. Examples can include a bequest in a will or living trust or designating the Oregon Talking Book and Braille Library as beneficiary of an individual retirement plan, 401(k), or life insurance policy. The Talking Book and Braille Library honors and recognizes the generosity and vision of users, as well as their family and friends, who have chosen to leave a legacy through their estates or other deferred gifts.

There are lots of ways we can work together to secure a long, strong future for the Talking Book and Braille Library. The chart below will help you quickly evaluate ideas for gift opportunities designed to meet your needs while investing in the future of the library.

Bequest & Living Trust: A gift included in your will or living trust.

Retirement Assets & Life Insurance Policies: a gift of accounts such as a 401(k), IRAs, or life insurance policy.

Designate either a set amount or a share of your estate through your will or living trust. Consult your financial advisor or attorney for the best estate planning for you.

Name the Oregon Talking Book and Braille Library as the primary or contingent beneficiary of all or part of your qualified accounts or policies. To get the best advice for you, consult your financial advisor or attorney.

Offers an easy and flexible way to establish a lasting legacy.

Avoids twofold taxation (income and estate taxes) on distributions after your lifetime while potentially allowing you to give more than you thought possible.

Through thoughtful planning, any of these gifts may offer important personal benefits while providing a future gift to the Talking Book and Braille Library. We recommend consulting with your family, friends, and financial advisor or attorney for the best estate plan for your individual situation.

How?...Just send an email to Jen Robinson at jen.robinson@slo.oregon.gov saying you are considering or have already named the Talking Book and Braille Library a beneficiary in some way of your estate. That’s it!

Communicating your estate plan gives us a chance to acknowledge your gift and say thank you during your lifetime. If you choose to remain anonymous, however, be assured we will honor your wish. Any details of your gift that you disclose are held in the strictest confidence.

Have more questions? Contact Jen Robinson at 503-378-5391 or jen.robinson@slo.oregon.gov.