Legacy Society

There are many ways to make an estate gift to the Oregon Wildlife Heritage Foundation, here are a few examples:

Will Bequest

• Name the Foundation as a percentage or specific dollar amount beneficiary. Or

• After other estate requirements are met, include the Foundation as a contingent beneficiary.

Life Insurance

• Designate the Foundation as owner and beneficiary of an existing or new life insurance policy and you can deduct the premiums on your taxes as a charitable gift. Or

• Appoint the Foundation as a percentage or specific dollar amount beneficiary of an existing policy. Talk with your life insurance agent to obtain a change of beneficiary form.

Retirement Plan

• You can reduce your taxable estate by naming the Foundation as a beneficiary of your IRA or other retirement plan.

Charitable Trusts

• There are ways to receive a life income and a tax deduction by donating cash, securities or real property to a charitable remainder trust with the Foundation as the beneficiary.

These are only a few of the ways to support the Oregon Wildlife Heritage Foundation with a planned gift.  Consult your tax advisor or estate planning professional before making any charitable estate gifts to ensure that you obtain the maximum tax benefit available to you.  To designate the Oregon Wildlife Heritage Foundation as a beneficiary our legal/tax accouting information can be found here.

If you would like to discuss a planned gift idea with Foundation staff, contact our office at 503.255.6059 or complete our contact form.