Statewide
Giving That Lasts
August is National Make-A-Will Month and is a great time to start the conversation of establishing or updating your estate plans.
According to the Pew Resource Center, only 3 in 10 U.S. adults have set up their will and even fewer have considered charitable estate giving. Estate planning is a key part of managing your assets and is an opportunity to greatly shape or enhance your giving legacy.
Oregon Community Foundation has been helping individuals and families plan their legacies for over 50 years. By making charitable estate planning part of your legacy, we partner together to create giving that lasts.
At OCF, we offer flexible planned giving options that are simple to set up. You may choose to support a particular passion such as the arts, the environment, or your favorite nonprofit through simple bequests, Life Insurance/IRA beneficiaries and more.
Our team is happy to help you every step of the way and discover which option is best for you.
Why Consider Charitable Estate Planning Now?
You want to build on your legacy, find a meaningful way to stay connected and grow sustainable support for:
- Your passions and the nonprofits you support
- Your community and the people you care about
- The important local, state, and national causes you believe in
Plus, charitable bequests and other planned gifts may help reduce estate taxes and can sometimes provide income tax benefits. By incorporating charitable gifts into your will, you can create a charitable legacy that supports important communities and causes you care about.
Read more on Planned Giving
Learn about estate planning with OCF
New to OCF? Learn more about how we can help with your estate planning by scheduling a conversation with an OCF Philanthropic Advisor.
Schedule NowExisting donor? Learn more about how estate planning with OCF can complement your existing fund by connecting with your OCF relationship manager.
Connect Now"I'm a planner by nature, and having an estate plan in place gives me peace of mind. OCF makes it easy to set up a charitable fund — and there's no cost to do so! Changing an OCF fund that's part of an estate plan is a simple process and usually does not require updating a will or trust, saving both time and money."
— Amy Cuddy, Southern Oregon
"I have seen firsthand, though, how some medical, educational, and workplace systems and cultures have been misaligned or show gaps with and for their unique needs. My hope is that my charitable giving through OCF will help to align and fill those gaps for them and others.
OCF has given me immense peace of mind by doing all that heavy lifting for my charitable estate planning. Knowing they rigorously vet organizations for financial health and real need lets me feel confident that my giving will truly make a difference."
— Lisa Sevcik, Portland Metro
"We believe that everyone should have the opportunity to survive, grow, and thrive. In a world where equity in opportunity has been shrinking, this is one way that we can help. Our goal is to contribute to our OCF account at least yearly while we are alive, as well as making OCF a beneficiary so that when we pass on, there will be enough in our OCF fund to be a sustainable source of income for our charities.
It has been gratifying to see how our contributions, among those of other donors, have made a real impact. It’s nice to know that we will still be able to help others after we’re gone."
— KC Cooper and Jim Hart, Portland Metro