Dear friend,

We’ve got a lot on our minds right now. With a new year comes the opportunity for reflection. One thing you may not have thought about is Legacy planning. Carole Barkley, long-term volunteer for Lift UP, has thought about it and has this to share.

“I have no children …I want to make sure that anything left after I’m gone goes where I want it to go and where it will do the most good.” Like most people, Carole wants to know that her life has made a difference in the world. “By spending some time thinking about what I’m leaving behind, I’m able to influence how my time on earth is perceived.”

Getting started might be easier than you might think. For Carole, it includes asking:

- Which organizations and causes do you support now?
- What message do you want to pass along to your family about the importance of these organizations and causes?
- What assets do you have? (IRA, stocks, real estate, life insurance, etc.)
- What are the options for distribution of your assets, and who can best advise you on the planning process? (e.g., an estate-planning attorney)
- Do you want to prepare an “ethical will,” a personal document that you create in order to communicate your values, experiences, and life lessons to your family?

The impact of Legacy donations to non-profits is major. Legacy gifts are a beautiful and meaningful way to make a lasting impact on our community. It sends a clear message of support of our mission to reduce hunger, and it ensures the strength and vitality of our services for years to come. It’s the thoughtfulness and generosity of people like Carole that ensure we’ll be around to serve our community when they need us in the future.

As to why Carole is choosing Lift UP to be a beneficiary of her legacy? It’s personal. “I’ve spent decades involved with Lift UP, as a volunteer, board member, committee member, and donor. I’ve seen how important it is to my community, and I want to see the organization continue into the future for as long as it is needed.”

Want to learn more about Lift UP's Legacy Society? Click here or connect with a Lift UP team member!

WE MOVED!

As of January, the Lift UP office has moved to a new location.

Lift UP
Design Center PDX
735 SW 20th Place Suite 250
Portland, OR 97205
503-221-1224
info@lifturbanportland.org

Our contact information remains the same and we invite you to connect with us if you have any questions.