- Donate a larger gift to the DFO than your current income permits.
- An income stream for yourself and other loved ones
- Immediate tax savings from allowable charitable income tax deduction
- Conversion of low-yield assets to assets that produce greater income
- Avoidance of capital gain tax on contributions of appreciated long-term capital gain property
- Elimination of federal estate taxes on property transferred to the foundation at the time of your death, as well as reduction in probate costs
- Potential to defer income until personal needs require additional revenue
- Become a member of the DFO Cornerstone Society
Qualifications
To join the Cornerstone Society, simply notify The Dental Foundation of Oregon that you have made a testamentary provision. You may call or write the DFO regarding the nature of your bequest or charitable gift. The size of the gift need not be disclosed.
You may wish to share a copy of the section of your will or trust that references the DFO. All information will be held in strictest confidence. If you prefer, you may join the Cornerstone Society anonymously. If you have included The Dental Foundation of Oregon in your estate plan, please let us know so we may extend our gratitude.
Rewards
- The satisfaction of creating a meaningful gift for future generations
- Recognition in DFO publications and annual reports
- Special invitation to DFO events.
- Personal assistance with your charitable and estate planning questions
- Personal tours of DFO-funded clinics and programs
For more information on membership in the Cornerstone Society, please contact Judy Edgerly, DFO Coordinator, Development and Planned Giving at 503-594-0880 or email email Judy.
Bequests
Make a bequest to the DFO through a will or living trust. Bequests from a donor’s estate can be in the form of a stated sum, a percentage or residual of an estate, or a specified asset.
Charitable Remainder Trust
Establish a life income gift such as a Charitable Remainder Trust. This gift provides an income for your named beneficiary and an immediate income tax deduction. After the trust ends, the remaining trust assets are used for the charitable work of the DFO.
Charitable Lead Trust
Establish a Charitable Lead Trust. This plan pays out income (or the lead interest) to the Foundation for the life or lives of persons living when the trust is created or for a specified term of years. At the end of the term, the trust assets revert to the donor, the donor’s estate or named beneficiaries.
Life Insurance or Retirement Plan
Name DFO as a beneficiary of a life insurance policy or retirement plan.
