Build a legacy for future Oregonians, make a planned gift to Oregon Parks Forever.
By remembering Oregon Parks Forever (OPF) in your will or trust, you are helping ensure that our parks will endure for future generations. OPF has been fortunate that our donors are exceptionally forward-thinking, community-minded individuals. Through making a gift to OPF through your will or trust, you join the ranks of many notable Oregon philanthropists and innovators.
Many donors find that planned giving allows them to remain fully in control of their assets, while ensuring that their legacy will endure after their lifetime and affect the type of positive change important to their values.
If you already have a planned gift for Oregon Parks Forever in place, please inform us so we may thank you and include you in our Legacy Society. You also may complete this Letter of Intent form and return it to Oregon Parks Forever, 1501 SW Jefferson Street, Portland, OR 97201. Our Federal Tax Identification Number is 93-1177836.
Planned Giving – Creating your Oregon Parks Legacy
You can help to ensure a vibrant future for Oregon’s Parks.
Planned gifts are a creative way to support OSPF that, through careful financial and estate planning, benefit you, your loved ones and OSPF. These gifts offer ways to make a lasting gift while planning your financial security, and may provide special tax advantages for you. Above all, you will have the satisfaction of helping to sustain the natural treasures that are Oregon’s parks.
OPF Legacy Society
The OPF Legacy Society recognizes those who have provided for OPF through their estate planning.
Ways of Giving
Planned gifts can be made through a bequest in your will, a living trust agreement, life insurance, retirement plan or real estate and other property.
By designating OPF as a beneficiary in your will, you can leave a lasting legacy for the park and receive acknowledgment for it today through membership in the OPF Legacy Society.
Charitable bequests may be made in the form of currency, securities, or other property, and may be a specific dollar amount or a percentage of a donor’s entire estate.
“I hereby give $____ (or a percentage of my estate) to Oregon Parks Forever, an Oregon non-profit corporation.”
Click here for a printable version of will bequest language to take to your attorney.
Retirement Plans and IRAs
Here’s a simple way to avoid income tax and potential estate tax on your retirement plan, while making a significant gift to OPF.
- Name Oregon Parks Forever as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
- Pass the balance of your retirement assets to OPF by contacting your plan administrator.
- Notify OPF about your gift. Your plan administrator is not obligated to notify us.
70½ or older? Make a “Tax-Free” Gift Through Your IRA
The IRA Charitable Transfer is an excellent way to make gifts and receive tax benefits in return. Consider using your IRA account to make the most of your charitable giving. Your IRA transfer can fulfill all or a portion of your required minimum distribution for this year. Consult with your financial advisor for more details on making a charitable contribution from your IRA.
- You must be age 70½ or older at the time of gift.
- Transfers must be made directly from a traditional IRA account by your IRA administrator to OPF. If you have retirement assets in a 401k, 403b, etc., you must first roll those funds into an IRA.
Life Insurance Gifts
You may contribute a paid-up life insurance policy you own but no longer need, or a new policy listing OSPF as owner and beneficiary. Ongoing premium payments for policies owned by OSPF are considered tax-deductible contributions.
Life Income Gifts
A life income gift provides income for the donor and/or a loved one, with the remainder benefiting OSPF. Depending upon the plan, the income may be fixed or variable and can continue for one or more lifetimes, a term of years, or a combination of the two. Examples of life income gifts are charitable gift annuities or charitable remainder trusts.
There are variations on planned gifts that can be tailored for your specific financial and family situations. As you consider your giving options, we strongly encourage you to consult with your financial and legal advisors on the tax-wise advantages of various plans. The information presented here is not intended as financial and legal advice. We can assist you in creating charitable gift plans that meet your needs and clearly state your intentions. To discuss ways to remember OPF in your estate and financial planning, please contact Seth Miller at 503-966-1053 or email@example.com.
If you are considering a planned gift and would like more information, please contact us.