Estate and Planned Gifts
When you include Portland Audubon in your will or estate, you’re making an investment in the future of Oregon’s wildlife and wild places. Bequests and planned gifts help Portland Audubon continue to protect wildlife and habitat for years to come.
Many donors who give generously during their lifetimes also wish to leave a lasting legacy by designating all or a portion of their estate. There are many ways to include Portland Audubon in your estate plans, and we would be happy to talk with you about your options in confidence and without obligation.
For more information, please contact: Leadership and Legacy Giving Manager Donna Wiench at 503-292-6855, x116 or firstname.lastname@example.org
Bequests to Consider
- Will or Trust Bequests: Name “Audubon Society of Portland” as a beneficiary of your will or trust to receive a specific gift from your estate; to receive all or a portion of what remains of your estate, or to be a contingent beneficiary.
- Retirement Accounts and Pension Plans : Name “Audubon Society of Portland” as the sole or beneficiary or contingent beneficiary of your retirement account. Giving through an IRA allows money to go to a non-profit without you having to pay taxes on it.
- Real Estate : Donate real estate or land holdings to “Audubon Society of Portland.” Your donation might be a priority natural area intended for protection or real estate intended for sale. If you are considering a gift of real estate, please talk with us first to assure that your gift fits within our conservation strategies.
- Insurance : Name “Audubon Society of Portland” as a beneficiary of your life insurance policy and receive immediate tax advantages. A bequest of insurance enables you to assure a large future gift at a small cost now.
Please consult with your financial, legal and tax advisers to assure you receive the best financial advantages and that your intentions are carried out fully. If you wish to remain anonymous, we will respect your preference.
Portland Audubon should be legally designated in your documents as: “The Audubon Society of Portland, a nonprofit corporation (Tax ID #93-6026088) with current headquarters address of 5151 NW Cornell Road, Portland, OR 97210.”
When you include Portland Audubon in your estate plans, you become a member of our Legacy Circle. Please let us know that you have included us in your estate plans so we can not only make sure we are using your money as you wish, but so you’ll be in the loop about special Legacy Circle events, activities, and offerings.
Your legacy gift will have a lasting impact on Oregon’s wildlife and wild places.