For Professional Advisors
Making Donating Complex Assets Easier
Charitable giving encompasses more than just cash donations. Donations of more complex assets are often highly tax-effective and can create a significant resource for the charities your clients care about.
We can help your clients understand the types of assets we accept and the charitable advantages they offer.
Popular assets to donate include real estate, LLC or LP interests non-publicly traded stocks, and insurance policies. We also commonly receive transfers from private foundations and retirement assets. Each asset is evaluated individually, and we're happy to discuss the asset you have in mind.
Assets We Accept
Check, credit card, wire transfer or online at oregoncf.org/give-now
Publicly traded stock, mutual funds and exchange traded funds.
Residential and commercial property, farmland and timberland.
Privately held stock, limited partnerships, LLC interests and other business interests.
Transfers from Charitable Entities Such as Private Foundations or other DAFs
r If your client has a private foundation or other donor advised fund and is concerned with succession planning or would like to spend less time managing their foundation, you can transfer those assets to OCF to create a fund that can be managed with the assistance of OCF staff. Your client would also be able to take advantage of OCF’s expertise in Oregon and its relationship-based services.
IRA Qualified Charitable Distributions
If your clients are 70 1/2 or older, they can make a qualified charitable distribution from their IRA into several types of OCF funds.
Bequests, Retirement Plan Assets and Life Insurance
- Your clients can create or add to an OCF fund through their will or living trust.
- Your clients can name OCF as the payable on death beneficiary of any financial accounts.
- Your clients can name their OCF fund as the beneficiary of their retirement account or life insurance policy.
- Your clients can transfer a life insurance policy irrevocably to OCF.
Charitable Gift Annuities
In return for a donation of cash or securities OCF pays the donor and/or someone designated by the donor a fixed payment for life. The remainder is used to create or add to an existing OCF fund.
Charitable Remainder Trusts
Your client can transfer assets (cash, securities or real estate) to a charitable remainder trust that provides a distribution at least annually to one or more beneficiaries for life or a term of up to 20 years. After the lifetime or term ends, the remainder is added to a fund at OCF.
Contact our Complex Gifts Officer: