Legacy & Planned Giving

Protect the Oregon you love for future generations.

Legacy gifts are a lasting investment in 1000 Friends and in Oregon itself, helping us advance our mission and ensuring our ability to respond to the challenges we will face in the future, as we have done for nearly 50 years. We invite you to strengthen your commitment to 1000 Friends by considering one of the giving opportunities below. When you include 1000 Friends of Oregon in financial plans that will last throughout, or even beyond, your lifetime, you become a member of our Legacy Club.

Tom McCall & the Macpherson Family
Land Use Legacies: Governor Tom McCall (left) with the Macpherson Family (right). Hector Macpherson was the author of Senate Bill 100; Greg Macpherson is his son.

"Every day, the laws protecting Oregon's public spaces and working lands are threatened by relentless pressure from those who would profit from bad development. I support 1000 Friends of Oregon because they are the only statewide organization helping Oregonians to fight these special interests at every turn, and I am including 1000 Friends in my estate plans so that they—and the Oregon I love—will continue long after I've departed."  Greg Macpherson, Legacy Club member

 


How to Name 1000 Friends of Oregon: Ask your financial plan administrator or institution for a change of beneficiary or other appropriate form. Please identify 1000 Friends on the form as follows:

  • Legal Name: 1000 Friends of Oregon

  • Address: 133 SW 2nd Avenue, Suite 201, Portland, OR 97204

  • Federal Tax ID #: 93-0642086

  • Nonprofit Status: 501(c)(3) not-for-profit corporation


BEQUESTS

A gift through your will or living trust is called a bequest, and it is one of the most effective ways to provide for Oregon's future. You may wish to leave 1000 Friends of Oregon:

  • A stated dollar amount

  • A percentage of your residual estate (what remains after debts, expenses, taxes, and specific bequests have been paid)

  • A specific asset, such as securities or other marketable property

A gift to 1000 Friends of Oregon in your will or living trust allows you to retain your assets during your lifetime. In addition, your estate, if large enough to pay estate taxes, would benefit from a charitable estate tax deduction.

Benefits of a Bequest Gift Through Your Will or Trust

  • Retain control of your assets during your lifetime

  • Support for 1000 Friends of Oregon's programs far into the future

  • Possible estate tax deduction

Sample Bequest Language: "I give and bequeath to 1000 Friends of Oregon, a 501(c)(3) not-for-profit corporation (Federal Tax ID #93-0642086) located at 133 SW 2nd Avenue, Suite 201, Portland, OR 97204, [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes."


BENEFICIARY DESIGNATIONS

Naming 1000 Friends of Oregon on a retirement or other account, or on a life insurance policy, is a simple way to provide for Oregon's future without writing or re-writing your will or living trust. These assets will pass directly to 1000 Friends of Oregon without going through the probate process. Please ask your retirement plan administrator or institution for the appropriate form.

Benefits of a Beneficiary Designation

  • Easily accomplished through completion of beneficiary form

  • Income tax savings when retirement plan assets are used

  • Possible estate tax deduction

  • Support for 1000 Friends of Oregon’s programs far into the future

The following are some common assets for which beneficiary designations may be made:


RETIREMENT ACCOUNTS

You can name 1000 Friends as a beneficiary of all or a specified percentage of your IRA, 401(k), 403(b), or other retirement plan.

Because retirement assets are subject to both income and estate tax, they are often considered among the best assets to leave to charity. Individuals who inherit retirement plan assets must in most cases pay income tax on them. As a nonprofit, 1000 Friends would not pay taxes on these assets and would have full use of them.

There may be tax and financial planning implications in naming beneficiaries of a retirement plan, so you should consult with your attorney or tax advisor in arranging for the disposition of these assets.


BANK & INVESTMENT ACCOUNTS and COMMERCIAL ANNUITIES

You can leave a legacy for Oregon by naming 1000 Friends as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account or a commercial annuity, where permitted by state law and the financial institution.


LIFE INSURANCE POLICIES

If you have a life insurance policy that is no longer needed for your family, designating 1000 Friends as a beneficiary offers a simple way to support our work.


We hope that you will let us know when you have made a beneficiary designation for 1000 Friends of Oregon so that we may thank you and include you in our Legacy Club. If you wish, 1000 Friends can also work with you and your advisors to create a plan that meets your vision. You may also discover that charitable gift planning provides you with an opportunity for income and tax savings.

For more information, or to confirm you membership in our Legacy Club, please contact Development Director Kate Bemesderfer, (503) 497-1000 x133 or kate@friends.org.