Legacy Giving

Water is a part of our history. Together, we can ensure it’s part of our future.

Our rivers, lakes and streams are the places we teach our children to fish and swim. The places we took our own first fishing and boating trips. The backdrops for annual summer vacations with family and friends. Our waters remind us who we are — and where we come from.

With a little thoughtful planning, you can ensure clean, healthy rivers are not only a part of the legacy you leave behind but a part of your family’s future for years to come.

We invite and welcome you to become a member of the Freshwater Legacy Circle.

Through planned giving you can leave a legacy in celebration of freshwater and healthy rivers, while potentially reducing income and estate taxes. Some gifts virtually eliminate estate taxes while others greatly reduce the amount of tax you are responsible for during your lifetime. It is important to explore your options with an estate planning attorney to maximize your tax benefits.

Gifts at all levels are appreciated. See below for the list of ways you can leave your legacy in celebration of freshwater and healthy rivers.

Bequests under your will or trust

One of the simplest ways to make a gift to The Freshwater Trust is through your will. Leaving a legacy for both the environment and your family is possible. Everyone can make a bequest and you can designate The Freshwater Trust as the direct beneficiary of specific assets or a portion of your estate after payment of other bequests. Bequests to The Freshwater Trust are entirely free from federal estate tax and therefore offer substantial estate tax savings, alleviating a burden for your loved ones.

Sample language for your will or trust:

Here are some examples of bequest language that will direct your gift to The Freshwater Trust:

“I, _______________ give, devise and bequeath to The Freshwater Trust, Tax ID # 93-0843521,……the sum of $______________.”…____% of my estate.”…____ shares of stock in ______Company.”…my real property, parcel # ___, located at___.”…[all or a percentage] of the residue of my estate.”

Note: Residue is defined as that which remains after debts and expenses of administration, legacies, and all other devices have been satisfied should my designated beneficiary not survive.”

Retirement or Pension Plans

Retirement benefits paid to a tax-exempt charity are not subject to income tax. Therefore, in some cases, it may be advantageous to other beneficiaries of a donor’s estate if the organization is designated as a beneficiary of the plan benefit.

Gifts of Real Estate or Appreciated Stock/Investments

A home, farm or land may have appreciated value to the degree that its sale would mean a sizeable capital gains tax. By donating this property to the organization, you may receive a charitable deduction for the full fair market value of the property. It may also be possible to give your home to The Freshwater Trust, while retaining the right to use it for your lifetime. Explore your options with an estate planning attorney.

Life Insurance Policies

A gift of a policy that is no longer needed for your family’s security would entitle you to an income tax deduction equal to the policy’s replacement cost at the date of the gift. Subsequent premiums paid by the donor would be deductible in the year of payment. The Freshwater Trust becomes the owner and beneficiary of the policy thereby allowing the deduction of the premium by the donor.

Planned Giving Resources

Estate Inventory Form

Estate Planning Guide

Final Wishes Form

Get in touch

Interested in learning more about making a legacy gift to The Freshwater Trust?
McCailin Wunder, Strategic Philanthropy Director

Contact McCailin
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Portland (Main Office), OR
503-222-9091 ext. 26
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