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Planned Giving - Join our Legacy Circle
You can play a vital role in preserving the open vistas, wildlife and farming heritage of Southern Oregon for future generations while also fulfilling your financial goals.
Making a planned gift to the Southern Oregon Land Conservancy offers you an extraordinarily flexible and simple way to combine philanthropy with financial planning. In fact, a planned gift may help you give more to conservation than you thought possible while still providing you or someone you designate with favorable financial and/or tax benefits.
With a planned charitable gift you can secure the future of Southern Oregon and you may also be entitled to the following financial benefits:
- Reduction of income taxes
- Avoidance of capital-gains tax
- Increase in disposable income
- Elimination of estate taxes
These benefits are associated with various forms of planned charitable gifts. Please consider speaking with your attorney and a certified financial planner about some of the following planned giving options that will benefit the beautiful lands of southern Oregon far into the future:
- Charitable Lead Trust
- Charitable Remainder Trust
- Gifts of Life Insurance
- Gifts of Residence with Life Estate
- Gifts of Retirement Accounts
The Legacy Circle was formed to celebrate the individuals with the foresight and generosity to make a planned gift to the Southern Oregon Land Conservancy. Benefits of this lifetime membership group include invitations to exclusive events, special field trips and annual recognition. Most importantly, Legacy Circle members are helping secure the future of southern Oregon in perpetuity.
The Southern Oregon Land Conservancy also has restricted funds which support the organization's long-term health. Contributions to the Endowment and Stewardship Funds leave a legacy of conservation that will stand the test of time.
To find out more about these special funds, and for information on how to include the Southern Oregon Land Conservancy in your estate plans, please contact Development Director Michael Stringer by Email or phone at 541.482.3069.