Make a Legacy Gift…

You need a plan in place to take care of your own needs and those of your loved ones, but you also want to empower families and transform disability. Now you can do both by taking a simple step to earmark a specific legacy gift for FACT Oregon.

Contact Amy@factoregon.org for more information

Give Through Your Will

Everyone should have a will or a living trust to ensure that your loved ones are provided for and charitable goals are met. You can continue to support FACT Oregon by giving:

  •    A percentage of your estate

  •    A specific monetary amount

  •    Property such as stocks, bonds, or real estate

  •    Part or all of the what is left of your estate after other beneficiaries have received bequests

  •    A blended bequest - a specific amount plus a percentage of the remainder of your estate

Avoid Capital Gains Tax by Making a Gift of Stocks or Bonds

Many Americans choose to donate stocks, bonds, and mutual funds to nonprofits. By giving securities instead of cash, you may benefit from tax savings now or be able to make a larger donation at the same cost to you.

Give Through Retirement Plans

You may be able to make a larger gift that you thought possible by designating “what’s left” in your retirement account or pension plan. This allows you to stay in control of retirement funds during your lifetime and make a gift to FACT Oregon after providing for yourself and loved ones.

Donate Life Insurance Policy Values

If you own a life insurance policy that you purchased for children who are now grown or for family who no longer need it, your policy, which may have significant cash value, can make an excellent legacy gift. You can also consider naming FACT Oregon as a contingent beneficiary.

Receive a Tax Deduction and Make a Gift to FACT Oregon that Pays You Income for Life

You can plan for a substantial gift to FACT Oregon that allows you or a beneficiary to receive payments for life or for a set period of time. Assets remaining in this gift plan when the payment period expires would go to FACT Oregon. These gift plans often result in tax benefits around capital gains and/or charitable deductions and can be an excellent way to provide income for you or loved ones who depend on you for financial support while also supporting FACT Oregon.