Legacy Gifts
Through Legacy gifts, you can ensure that your philanthropy continues well into the future. Including Assistance League of Bend in your will, or making another kind of planned gift, is one of the most significant and lasting contributions you can make to strengthen the Central Oregon community.
Legacy gifts include, but are not limited to:
- Making a bequest, or providing for an endowed gift, in your will or trust
- Naming Assistance League of Bend as a beneficiary on your IRA or life insurance policy
Bequests
You may make a bequest to Assistance League of Bend in your will or revocable trust. The bequest can be a gift of cash, securities, other assets, or a percentage of your estate’s residual. You may make the gift undesignated, in which case it will be applied to Assistance League of Bend’s area of greatest need. Or you may designate the gift for a specific purpose. After your lifetime, Assistance League of Bend receives the gift and uses it as you specified.
Named beneficiary – IRA gift
You may name Assistance League of Bend as the beneficiary of your IRA, 401(k), 403(b), or other qualified retirement plan. After your lifetime, your retirement plan residual is passed to Assistance League of Bend tax-free.
Named beneficiary – Life Insurance gift
By naming Assistance League of Bend as the beneficiary on your life insurance policy, proceeds will be paid after your lifetime as per your designation. You can receive a tax deduction for your gift.
For assistance with planned giving and Legacy gifts, we encourage you to work with an attorney with specialization in estate planning.