September 5, 2023 | 3:09 pm

For many years residents have been comforted by the existence of Willamette View Foundation.   The Foundation was specifically created to help residents and now stands strong with $20 million in assets.  Our funds have accumulated for over 50 years and have come from donors who wanted to support residents in need.

Our Financial Assistance Program will pay your living costs if your resources are depleted through no fault of your own.  This program helps residents enjoy life without the worry of outliving their assets and is available at no cost to the community.

In addition, Willamette View Foundation has a special policy for financial assistance for married couples.  The policy is designed to allow the partner who moves to the Health Center the opportunity to apply for financial assistance. This leaves the other half of their assets for the “well partner” to use for his or her lifetime.

If you anticipate that you may need financial assistance at some time in the future, feel free to reach out any time so we can provide additional information about how the Financial Assistance Program works.  Often this conversation can provide some comfort to you and your family members.

Willamette View Foundation also supports residents who need help managing their day-to-day bills.  If your bills, financial documents, and taxes are stacking up and overwhelming you, let us help.  We do this for residents free of charge.  We provide quarterly reports to keep you updated on your finances and we also accumulate and summarize information for your tax preparer.  Give us a call for more info.

 

May 17, 2023 | 3:27 pm

Ways to reduce your chances of losing money to scammers

Scammers never rest; they continue to come up with new ways to trick us.  Stay alert, especially whenever you are using technology.  Don’t click on anything in an unsolicited email or text message asking you to update or verify personal or account information.  Be cautious of things you receive in the mail as well.  Store your passwords securely.

Your Phone…Don’t rely only on caller ID to confirm someone’s identity.  Look up the company’s phone number through a legitimate source like a statement or letter provided by the company, and don’t use the number a  potential scammer is providing.  Text messages are the new way scammers get you to engage. If you get a text from a phone number you don’t recognize that gives an urgent message to respond, do not respond.

Your Wallet… Clean out your wallet on a regular basis. Remove cards you don’t need to carry.  Throw away any unnecessary items.  Store copies of your cards and important items in a safe place in your home.  Keep in mind, the more cards you carry the more calls you will have to make to have them canceled if your wallet is stolen; and a thief will have more of your personal information.

Computer… Do not open attachments or click on links from people or businesses you do not completely trust.  Secure your online accounts with a strong password and change it regularly.  Use two-factor authentication for secure websites that you use often.

Financial Accounts… Never send funds to anyone until you can confirm that the payment destination is legitimate.  Regularly review the incoming and outgoing transactions on your bank and account statements to make sure you recognize every listed transaction.  Report any incorrect transactions immediately.

                                              

 

March 3, 2023 | 1:28 pm

In January the Willamette View Foundation Board of Directors kicked off the “2023 Resident Inflation Offset Grant Program” to help those of you at Willamette View that are impacted the most by increasing costs and economic challenges.

The program gives a grant to each resident who is on a fixed income with $400,000 or less in net worth excluding personal property ($800,000 for couples).

It’s a one-time grant of $5,000 to Independent and Assisted Living residents and $10,000 to Health Center residents. The program is for Willamette View residents for the calendar year 2023.

Obtaining this grant is simple and quick and happily many residents have already applied and received their grant check.

If you would like to receive a grant, please request a form by contacting Willamette View Foundation at 971-233-8956. We will send you a form to complete and return to us. All we need is your name, address, phone number, signature, and date. It’s that easy. No other information is required and there are no strings attached.

March 2, 2023 | 2:46 pm

Other ways we’ve helped in the past…

Willamette View Foundation has been able to give $3,000,000 to help the Willamette View community over the past 20 years. 

We funded these projects on the Willamette View campus that directly impact resident lives:   

$1,000,000 contributed to the Riverview Dining Project.

$469,000 for Elevator, Auditorium, and Restroom Upgrades.

$286,000 for remodel of Court Library.

$130,000 for Buses; 10 passenger and 12 passenger shuttle buses.

$60,000 in startup funds for the Artworks Studio.

$125,000 for the replacement of Riverview Dining Room chairs.

$344,000 for remodel of Terrace Library, Office, and Reception.

$311,000 for the Personal Help Button campus-wide system.

$170,000 contributed to the startup of the Wellness Center.

$134,000 for Auditorium & Sound System upgrades and In-House Cable System.

 

 

March 2, 2023 | 2:34 pm

Willamette View Foundation was incorporated in 1967

We are a non-profit corporation, separate from Willamette View, Inc., that is dedicated to the residents of the Willamette View retirement community.  We have always been focused on residents and in 1969 we started providing financial assistance to Willamette View residents.  Since then, we’ve paid nearly $11 million in Willamette View charges for residents.

Your safety net …

• Helping residents whose funds have been exhausted, by paying the portion of their Willamette View living costs that their monthly income does not cover. 
• Providing financial assistance to residents at no cost to other residents.
• A free resource available to you as a resident of the Willamette View retirement community.

Our resources have come from donations, bequests, proceeds from resident activities, and earnings on our investments.

We do not have any other source of funds.  We do not receive any portion of resident entrance fees.  In 1981 we received the balance of their endowment fund from Willamette View, Inc. which totaled $180,879.  That contribution was tagged for Resident Assistance and brought our assets to $555,887.   In 1985 we celebrated reaching $1,000,000 in assets and that was after having provided $750,000 in assistance.

August 26, 2022 | 4:03 pm

Willamette View Foundation is a free assistance service that is here to help pay the way for residents who are no longer able to meet their living costs at Willamette View and to assist       residents with managing their daily bills.  If you are running out of money or struggling to keep up with your finances, please know Willamette View Foundation is here to help you.

Our programs are funded by resources that have been accumulated and safeguarded for over 50 years.  They have come from donors, investment returns, and in the past, even resident activities on campus supported our Resident Assistance Fund.

Willamette View Foundation’s assistance program offers Willamette View residents a source of comfort and relief from the burden of following up on income and benefits, paying bills, balancing a checkbook, straightening out billings and balances, matching up medical bills and insurance paperwork, and monitoring credit card statements.  The Foundation prepares quarterly reports for residents to review and keep abreast of their finances. We also consolidate and summarize all the information needed by the tax preparer to complete both Federal and Oregon individual tax returns.

These functions are available to residents receiving a direct subsidy as well as those participating in our management services program.  Both groups of residents receive assistance that is designed to provide peace of mind and financial security.  For some, the Foundation is the one place they know they can turn when they are not able to manage on their own, for others, it’s time to let go of those financial concerns.

June 7, 2022 | 2:59 pm

The Willamette View Foundation office will be closed on the following holidays so that we can spend time with our family and friends.

Hope you have a wonderful holiday!

Memorial Day:  Monday, May 29 

Independence Day:  Tuesday, July 4

Labor Day:  Monday, September 4

Reminder…our normal business hours are Monday-Thursday 8:00 AM to 4:00 PM and Friday by Appointment Only.

August 12, 2021 | 2:32 pm

Monday – Thursday 8:00 AM to 4:00 PM

Friday by Appointment Only

We are closed on the following holidays:

• New Year’s Day
• Martin Luther King Day
• President’s Day
• Memorial Day
• Independence Day
• Labor Day
• Thanksgiving Day
• Day after Thanksgiving
• Christmas Eve
• Christmas Day

June 4, 2021 | 11:03 am

Are you interested in receiving Financial Assistance from the Willamette View Foundation?  We have resources that have already been accumulated to help you.  Using our Resident Assistance Program does not require the redirection of funds that could be used for other needs of the Willamette View community.

What can the Foundation do for you?

The Foundation can help when ends don’t meet. We have resources available to assist with your Willamette View bill when you have out lived your  resources.

How do you ask for help?

Just give us a call and we’ll walk you through our very easy application process.  Your request for assistance will be reviewed by the Willamette View Foundation’s Board of Directors, with anonymity, on a case-by-case basis after an evaluation of your specific circumstances.

What are some standards to keep in mind and what is expected of the residents?

• Residents are expected to preserve and mange their assets wisely, including maintaining appropriate insurance.
• Residents must have used their resources for reasonable recreation and personal expenses, including reasonable charitable contributions and gifts to friends and family.
• Residents should strive to live within their financial means and refrain from extravagant spending.
• Residents should obtain necessary medical care through economical means based on individual circumstances.