PLANNED GIVING

A bequest is a gift from your estate—a transfer of cash, securities, or other property made through your estate plans. A  bequest can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made bequests to your family. You can also name the Middle Fork Willamette Watershed Council as a beneficiary of a retirement plan or life insurance policy, and designate your gift to a specific purpose or project. Planned contributions help to sustain and strengthen the future conservation and restoration in the Middle Fork Willamette watershed, keeping your legacy within our local communities.

Some of the advantages included with planned giving include:

• There is no immediate cost but provides security in preserving the future of natural resources in our communities
• You retain control of and use of your assets during your lifetime
• You may modify your gift if at any time your circumstances change
• Planned gifts are exempt from federal estate taxes

To learn more about how to work with us to develop a planned gift, please contact our Executive Director, Sarah Dyrdahl at [email protected].