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Meet Our Donors

Marilyn Rudin

Marilyn RudinAfter many years of rental home ownership, Marilyn Rudin  decided to sell. She researched her options and discovered that her best solution was to donate the house to the Portland Art Museum through a charitable remainder trust (CRT). The CRT created an ongoing income stream to replace the rental income without the problems of property management and gave her a significant tax deduction that she could use for up to six years. The Museum provided Marilyn with turnkey services by listing and selling the property with the real estate agent of her choice. More »

The proceeds are invested and monitored by the Portland Art Museum. Marilyn’s CRT will distribute 5 percent of its value annually to her for the rest of her life. Whatever remains will be given to the Museum, ensuring that the institution she has supported as a donor and volunteer for so many years during her lifetime will also have her support in perpetuity.

Marilyn cares deeply about the Museum and enjoys supporting and sharing it with visitors. It is not uncommon to see Marilyn volunteering her time at the Museum by welcoming visitors. When asked what inspired her generosity, she often talks about how art is a catalyst and helps us grasp the diversity of the world and its history. She likes that her museum strives to be accessible as a resource for many and not a luxury for a few, and that a third of all visitors receive free or reduced price admission.

In fact, recently Marilyn took her generosity one step further. In addition to creating the CRT funded with real estate, Marilyn also learned that it can be quite tax efficient to name the Museum as beneficiary of her IRA too.

Robert Trotman

donor-trotman.jpgAs an interior designer, Robert Trotman is known for his strong sense of style and color. He is a designer without a particular "look," but the finished product is perfectly suited to the structure and function of the space and respectful of its occupants. Not surprisingly, his favorite projects involve the extensive use of art. More »

As a docent and a donor to the Museum, Trotman has found yet another way to bring art into people's lives. With every Museum tour that he leads, Trotman draws on his background in history to provide context for the art objects he talks about. He skillfully blends the interests of the visitor with the works they are viewing, giving each participant more to see and more to learn. "Docents help to open minds, so people can experience the art on both a cerebral and aesthetic level and then integrate it into their personal lives," he says.

For Trotman, who has also practiced law and studied architecture, the visual arts are central to nearly every aspect of life. Like many other members of the Ella Hirsch Legacy Society who have included the Museum in their will or estate plans, Trotman's involvement with the Museum grew over several years. At first he was a casual visitor, and later became a Patron Society member. Then he joined some of the Museum's art councils and became a docent. When the Museum embarked on the North Building Campaign he stretched to provide a major gift to that effort. Trotman drafted his first will in his 30s, and added a charitable component later on. Having no children and knowing his estate could become substantial over time, he made sure that his estate plans reflected what was most important in his life, and that included the visual and performing arts.

When asked why the Portland Art Museum is one of those fortunate beneficiaries, he quickly responded, "Well, that's easy. The Museum's scale and history; and the fact that it is always changing with new acquisitions and exhibitions. All of these things mean that there are many areas where my gift could be used, and that gift will benefit the whole community—forever."

Peggy and Chuck Corgan

donor-trotman.jpg"We're just ordinary people," said Peggy Corgan, "But we want others to know that even 'ordinary people' like us can be members of the Ella Hirsch Legacy Society." More »

From the Museum's perspective, the Corgans are hardly "ordinary." Peggy and Chuck have volunteered with the Museum for decades—Peggy with the Rental Sales Gallery and Chuck with events and children's programs. As longtime members of the Museum, Peggy and Chuck were able to use a charitable distribution from their IRA to maintain support of the Museum and decrease their taxable income. And they also made provisions for a future gift from their estate through their family trust—making them members of the Ella Hirsch Legacy Society.

After more than 60 years of marriage, they can almost finish one another's sentences. They are in agreement when it comes to why they volunteer at the Museum: "For the children," they say, almost in unison.

The Corgans have experienced a lot of change and growth at the Museum and are thrilled to be a part of it. At the Rental Sales Gallery, Peggy encourages parents and grandparents to give a three-month art rental as a gift to the children in their lives. "Get them started early learning about art," Peggy says, and she is right! Research shows that early art experiences encourage self-expression, imagination and creative problem-solving.

Thanks to the generosity of people like Peggy and Chuck, the Museum's youth programs will continue to reach more than 30,000 children a year.

Your gift, in any amount, advances our mission to engage our communities through art and film. Contact Karie Burch at (503) 276-4240 or to learn more about gift options and the best tax-saving strategy for you.

Linda Green

donor-trotman.jpgWhen Seattle resident Linda Green inherited her parents' estate in 2009, she was pleasantly surprised to learn that it was larger than expected. As the Greens' only child and a single woman with no heirs, Linda took the stewardship of her inheritance very seriously. She sought the advice of an estate planning attorney and created a living trust. More »

In honor of her parents' involvement with the Portland Art Museum and their passion for art education, 100 percent of the proceeds of the trust will come to the Museum upon Linda's death. "It's what they wanted. It's what they would have expected of me," she says. Linda's parents, Lloyd and Ella Green, moved to Portland from Washington, D.C., in 1973 when Lloyd became president of Cal-Ore Machinery Co. Lloyd had a good income from his work as well as in retirement, allowing Ella to do volunteer work, maintain homes in northeast Portland and Cannon Beach, and raise Linda.

They were a close-knit family. The Portland cultural scene was quite different from what they had experienced on the East Coast. The couple sampled volunteer opportunities with the Symphony and Opera before settling on the Museum. Both enjoyed art, collecting Japanese art and possessing two Andrew Wyeth prints as a reminder of living next door to him in Chadds Ford, Pennsylvania during World War II. As a Freemason, Lloyd took an interest in the transformation of the Masonic Temple into what is now the Mark Building— working to preserve the character of the structure as well as to provide a wonderful place for great art and community interaction. He also enjoyed volunteering at the Rental Sales Gallery. Ella became deeply involved with the Asian Art Council. They both volunteered to help with big events held at the Museum, which gave them the opportunity to meet people and experience the grand galas that marked the opening of special exhibitions. When it came to their own philanthropy, the Greens were very private. Giving of one's time and talent was important, but they always gave their money anonymously. "You'll never see our names on a list or up on a wall as long as we are alive," Ella told her daughter. They had learned to give this way from their parents. Linda, in turn, was inspired by them in creating this thoughtful bequest.

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A charitable bequest is one or two sentences in your will or living trust that leave to the Portland Art Museum 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

"I give to the Portland Art Museum, a nonprofit corporation currently located at 1219 SW Park Avenue, Portland, OR 97205, or its successor thereto, ______________ [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 the Portland Art Museum 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 the Portland Art Museum 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 the Portland Art Museum 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 the Portland Art Museum where you agree to make a gift to the Portland Art Museum 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.

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