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Every donor or group of donors has different needs and values. OCF helps construct the kind of fund that is best for you. A gift or bequest of $50,000 or more is required to create a permanent named fund. A donor may enter into an agreement with OCF to build a permanent named fund over time with an initial contribution of at least $5,000 (Step-Up Fund).

Here are some of the possibilities:

Cash Gifts

Currency, checks or money orders made payable to The Oregon Community Foundation are deductible up to 50% of your adjusted gross income with a five-year carryover for any excess.

Appreciated Property

Gifts of appreciated securities or real estate often allow a donor to make a substantial contribution while receiving valuable income tax advantages. Generally, a donor may deduct the fair market value of the gift up to 30% of their adjusted gross income with a five year carryover for any excess. Most importantly, the capital gain from the donated asset passes tax free to OCF.

Deferred Gifts

By including OCF in your estate, you can make a charitable gift while enjoying tax benefits and preserving economic security for yourself and your family.  Use this link to review some options to consider.

Private Foundation

The board of a private foundation may transfer its assets to OCF to establish a donor advised fund or supporting organization. The private foundation may retain its name and philanthropic goals with no tax or penalty on the transfer.

Other Gift Types

Stock in privately held companies, limited partnerships, company stock options*, personal property, and other assets may be excellent assets to contribute. Please contact OCF for information regarding these gift opportunities.

The Oregon Society

Making a deferred gift entitles you to become a member of The Oregon Society.

*not employee stock options