Plan Now, Give Later
Estate Planning or Life Income Gift
Planned Giving Options
You can make a bequest to OCF through your will or living trust. Donors who leave a charitable bequest may qualify for an estate tax deduction based on the value of the gift. You can state your bequest as a set amount of cash, securities, or other assets; or as the “residue” or a “percentage of the residue” of your estate.
Charitable Remainder Trusts
You may transfer assets to a charitable remainder trust that provides an annual specified distribution percentage to one or more beneficiaries for life, or a term of years. The remainder interest creates or adds to your OCF fund.
Charitable Lead Trusts
You may transfer assets to a charitable lead trust. Your OCF fund receives an income stream for a lifetime or term of years, after which the remaining assets are distributed to you or other beneficiaries.
In return for a donation of cash or other assets OCF pays you and/or someone designated by you a fixed payment for life. The remainder interest creates or adds to your OCF fund.
Life Insurance/Ira Beneficiaries
In larger estates, retirement fund assets distributed to family members may be subject to double taxation, first through the donor’s estate tax, and then through the beneficiaries' income tax. IRA accounts listing OCF as the beneficiary pass to your OCF fund free of estate and income taxes. Not only can OCF be named as the beneficiary of your life insurance policy, but you can also transfer the policy irrevocably to OCF. You may be eligible for an income tax deduction for the policy’s cost basis or cash surrender value (whichever is less), and any subsequent premium payments may qualify for a charitable deduction.
The Oregon Society
The Oregon Society honors donors who have named OCF in their estate plans, either by a bequest, a beneficiary designation or through a trust or other deferred gift. These gifts have a powerful and lasting impact on Oregon and our communities and will be a continuing source of strength and support for the causes important to you.
As a member of The Oregon Society, you will receive:
- Invitations to the OCF annual meeting and donor events
- Information on estate planning and charitable giving
- Recognition as an Oregon Society member in the Annual Report on the OCF website
"One must care about a world one will never see."
- Bertrand Russell