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  • Trusts & Annuities
    a specified distribution percentage to one or more income beneficiaries for life or a term of years with the remainder interest paid to charity There are two kinds of CRTs Charitable remainder unitrust A CRUT requires annual revaluation of the trust assets which typically changes the value of the unitrust payment and allows donors to make additional gifts to the trust Charitable remainder annuity trust The income beneficiary of a CRAT receives a fixed amount that is determined when the trust is established A CRAT does not allow donors to make additional gifts to the trust Charitable Lead Trusts A donor may transfer assets to a charitable lead trust A charity is the income or lead beneficiary for a lifetime or term of years after which the remaining assets are distributed to the donor or other beneficiaries Gift Annuities A charitable gift annuity is a contract between a charity and a donor In return for a donation of cash or other assets the charity agrees to pay the donor and or someone designated by the donor a fixed payment for life The donor can claim an immediate charitable tax deduction for the amount of transfer above the value of the annuity purchase If a donor funds a gift annuity with long term capital gain property e g with appreciated stock the donor will report only some of the gain and may be able to report it in installments over many years Donors can also establish a deferred charitable gift annuity to defer receiving income from the gift annuity for a period of years OCF will consider issuing gift annuity contracts for annuities originating in Oregon that meet these guidelines Minimum age of the annuitant is 60 55 for deferred gift annuities Annuity rate does not exceed the rate published by

    Original URL path: http://www.oregoncf.org/donors/trusts-and-annuities (2016-05-01)
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  • Endowment Partners
    contract known as a fund agreement as well as a separate acknowledgement statement As an endowment partner you will then transfer a minimum of 25 000 to OCF which we will administer under the terms of the fund agreement For more information on establishing an endowment partner fund please contact a charitable gift planner in your region Already have an endowment partner fund If you have questions about your organization s fund please contact Valarie Rundquist endowment partner program officer or 503 227 6846 Adding to Your Fund As an endowment partner you will want to grow your endowment and add to your OCF fund Although some organizations successfully build their endowments by contributing a portion of annual revenues most use fundraising efforts to support their endowment funds Donations When your nonprofit relies on donations to grow its endowment the raised monies are given directly to your organization and your group acknowledges the contribution You may then choose to send the donations to OCF which we will add to your endowment Securities For more information on handling securities please contact Valarie Rundquist endowment partners program officer or 503 227 6846 Distributions Here are some details governing the distribution of your endowment partner fund Spending Policy OCF makes distributions from permanent endowment partner funds based on the spending policy set forth in OCF s investment policy which calls for the OCF board to set an annual payout rate for permanent funds Our current rate is 4 5 percent The annual distribution amount from each fund is calculated by applying the payout rate to the fund s average market value over a 13 quarter period ending on September 30 of the previous year For example the 2013 distribution is calculated at 4 5 percent of the average of values for the 13 quarters ending September 30 2012 Distribution Schedule Typically distributions from endowment partner funds are made semiannually Half of the annual amount is paid in June and the other half in December New Funds It is OCF s policy to invest new funds for six months before making distributions In the first year the amount available for distribution from a new fund is prorated based on the date of the contribution Example I A fund established in December 2015 will receive a full year 2016 distribution based on the amount of the gift Half of the distribution will be paid in June and the other half in December Example II A fund established in April 2016 will receive a prorated distribution for 2016 Because the fund will exist for eight months of the year the distribution will be 8 12ths or 67 percent of a full year distribution It will be available for December 2016 distribution Fund Additions and Distributions Generally when a large gift is made to an established fund the average market value will be adjusted to incorporate the gift Considerations will be given to how large the gift is in relation to the total market value of the

    Original URL path: http://www.oregoncf.org/donors/endowment-partners (2016-05-01)
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  • Give
    the fund name on your check Gifts of appreciated securities or real estate often allow a donor to make a substantial contribution while receiving valuable income tax advantages The capital gain from the donated asset if held by you for at least one year passes tax free to OCF Gifts of real estate require a certain amount of due diligence by OCF and will require the donor to obtain a qualified appraisal Under current tax law individuals may make a gift of an IRA distribution to their OCF fund with the exception of advised funds Staff will work with your IRA administrator if necessary to facilitate the transfer of IRA assets In addition to outright contributions gifts from bequests living trusts and charitable remainder trusts may also be added to an existing fund For gifts of cash securities or IRA distributions please contact Chi Nguyen fund services accounting specialist or 503 227 6846 For assistance with all other types of gifts please get in touch with your fund s contact person or an OCF charitable gift planner Click here to make a donation now OCF Pooled Funds The Oregon Community Foundation connects private giving to public good in every corner of the state When you pool your gift with others it has a greater impact Please make a donation today Donate Online When you re ready to donate there is no more direct or efficient method than our online giving process There is a 25 minimum donation requirement for online gifts Please make an online donation today After completing the online form an automated acknowledgment will be sent to the email you provide Please keep this for your records If you are interested in donating to a fund that is not listed here please send a check to OCF with

    Original URL path: http://www.oregoncf.org/donors/give (2016-05-01)
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  • Grants & Scholarships
    News Resources News Media Publications OCF Stories Research Explore OCF About Us By Region Staff Board of Directors Volunteers Financial Information Offices Careers Grants Scholarships Grants Scholarships Print Share Grants Scholarships In 2014 The Oregon Community Foundation distributed more than 80 million throughout Oregon That money went to programs for children and families education and scholarships arts and culture and community engagement With the help of donors nonprofits and volunteers OCF is making lives better in every corner of our state Subscribe to our e Community newsletter This email already exist in database E Newsletter Please sign up for our e newsletter our quarterly update on what s going on at OCF and in your community Name Email Organization Business Name We will not share your e mail address or contact information with any other parties See our privacy policy for more information required You have subscribed Find Your OCF Office Contact Us Metropolitan Portland Central Oregon Eastern Oregon North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Search for Grants Scholarships Find Programs Connect Current Future Donors Start a Fund Advised Funds Scholarship Funds Trusts Annuities Endowment Partners Give Grants Scholarships Grants Scholarships Professional Advisors Assisting

    Original URL path: http://www.oregoncf.org/grants-scholarships (2016-05-01)
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  • Grants
    disadvantaged children Legacy Program addresses children s dental care children s mental health or substance abuse treatment for parents Lane County Arts Foundation of Western Oregon Fund Supports the arts sustaining artistic creativity and building a more vibrant local arts community in Lane County Chintimini Fund Programs for Talented and Gifted TAG and other high potential students at Benton Douglas Lane Lincoln Linn and Tillamook county schools Lincoln County Chintimini Fund Programs for Talented and Gifted TAG and other high potential students at Benton Douglas Lane Lincoln Linn and Tillamook county schools Linn County Chintimini Fund Programs for Talented and Gifted TAG and other high potential students at Benton Douglas Lane Lincoln Linn and Tillamook county schools Metro Portland LIFE Center Fund Supports programs that provide food clothing household items prescription and hygiene assistance and school supplies to people in critical need in North Northeast and Southeast Portland Northwest Neighborhood Parks Recreation Fund Capital development and renovation of parks and recreation facilities in Northwest Portland Newberg The Trillium Fund Supports youth volunteerism and development Tillamook County Chintimini Fund Programs for Talented and Gifted TAG and other high potential students at Benton Douglas Lane Lincoln Linn and Tillamook county schools Grant Programs by Topic Arts Arts Foundation of Western Oregon Fund Supports the arts sustaining artistic creativity and building a more vibrant local arts community in Lane County Creative Heights Grants to help arts and culture organizations take strategic risks in the creation and dissemination of high quality new works in Oregon as well as support unique opportunities for Oregonians to experience innovative arts and culture Studio to School To support collaborative projects between schools and community arts organizations to design and deliver sustainable arts education with the potential for replication Small Arts Culture Grants Through this five year initiative OCF will support small community driven arts and culture organizations statewide Dr John Wm and Betty Long Unruh Fund An invitation only fund supporting the arts in Douglas County with an emphasis on the visual and performing arts Education Bailey Fellowship Fellowships to advance the professional development of mid career architects and encourage greater contributions to their profession and community Oregon Parenting Education Collaborative Parenting Education Hubs will expand statewide to support parents in their role as their children s first teacher and role model P 3 Alignment Prenatal through Third Grade Alignment creates stronger connections between early childhood services and the K 12 system Betty Gray Scholarships Betty Gray Community College Scholarship Program for students pursuing certification degree in early childhood education Betty Gray Training Certification Scholarship Program for child care providers seeking training K 12 Student Success Out of School Programs Grants supporting out of school programs that promote academic success and post secondary enrollment Oregon Natural Resources Education Fund Grants supporting forestry related natural resources education in Oregon high schools Soeldner Campbell Fund Promotes educational outreach activities focused on analytical instrument based specialties i e microscopy spectrometry diffractometry and cosmic and particle physics Environment Oregon Historic Trails Fund

    Original URL path: http://www.oregoncf.org/grants-scholarships/grants (2016-05-01)
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  • Scholarships
    senior at Willamina High School Please contact Willamina School District for application instructions Statewide Scholarships Zimmer Gunsul Frasca Architectural Scholarship For architecture students who are in their fifth year of undergraduate study or in graduate school and are enrolled at a U S educational institution To learn more please contact Zimmer Gunsul Frasca 320 SW Oak Street Ste 500 Portland OR 97204 or 503 224 3860 Tacoma Washington Robert Harold Belknap Memorial Scholarship A renewable scholarship for graduating students at Mt Tahoma High School in Tacoma Washington Please contact Mt Tahoma High School for application instructions Yamhill County Esther Fawk Scholarship For the best all around graduating male senior at Willamina High School Please contact Willamina School District for application instructions Glenn R and Juanita B Struble Memorial Scholarship For Newberg High School graduates who are pursuing a degree in mechanical engineering at Oregon State University Please contact Newberg High School for application instructions OCF Scholarships Administered Solely by OCF Paper application forms are available below All scholarships have a deadline of March 1st for the following academic year unless otherwise stated Verl and Dorothy Miller Native American Vocational Scholarship For Native American residents of Oregon who are seeking vocational training or certification Download the application Howard Vollum American Indian Scholarship For Native American residents of Clackamas Multnomah or Washington counties in Oregon or Clark County in Washington who are seeking a post secondary degree in science computer science engineering or math Download the application St Andrew s Society Scholarship For Oregon high school graduates who were born in Scotland or who have a parent or grandparent who was born in Scotland or who have demonstrated a significant commitment to Highland dancing piping drumming Celtic harp or Highland fiddle Please review the criteria before applying Download the application and the recommendation form Darlene Hooley Scholarship for Oregon Veterans For Oregon National Guard and Oregon Reservists who have served or been deployed overseas in the post 9 11 conflict also known as the Global War on Terror Download the application Glen and Rickie Dines Art Scholarship For graduating seniors of South Medford High School North Medford High School Sir Francis Drake High School San Anselmo CA and Redwood High School Larkspur CA Applicants must enroll full time with an intended major in fine art visual art or art history Architecture Music and Drafting are not eligible majors Download the application James R and Mary Jane Drury Scholarship For graduates of McKenzie River High School in Finn Rock Oregon to attend Oregon State University for the pursuit of a degree from the College of Forestry Download the application Mabel and Allan MacKenzie Scholarship For Black and or African American graduates of any high school in Deschutes County planning to attend or attending Central Oregon Community College Participating in high school athletics is a requirement Download the application Note For the 2016 17 academic year the deadline has been extended to June 1 2016 Staff Assistance If you have any questions after reviewing

    Original URL path: http://www.oregoncf.org/grants-scholarships/scholarships (2016-05-01)
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  • Professional Advisors
    Publications OCF Stories Research Explore OCF About Us By Region Staff Board of Directors Volunteers Financial Information Offices Careers Professional Advisors Assisting You Your Client Events Seminars Print Share Professional Advisors As a professional financial advisor you look out for your clients best interests At The Oregon Community Foundation we have decades of experience in collaborating with attorneys accountants and financial planners With the help of OCF staff you can be assured that your clients will fulfill their charitable wishes meet their financial planning goals and enjoy the maximum tax advantages This email already exist in database E Newsletter Please sign up for our e newsletter our quarterly update on what s going on at OCF and in your community Name Email Organization Business Name We will not share your e mail address or contact information with any other parties See our privacy policy for more information required You have subscribed Find Your OCF Office Contact Us Metropolitan Portland Central Oregon Eastern Oregon North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Search for Grants Scholarships Find Programs Connect Current Future Donors Start a Fund Advised Funds Scholarship Funds Trusts Annuities Endowment Partners Give Grants Scholarships Grants

    Original URL path: http://www.oregoncf.org/professional-advisors (2016-05-01)
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  • Assisting You & Your Client
    by contacting an OCF charitable gift planner Giving Now At The Oregon Community Foundation we work closely with professional advisors to make sure your client s donation achieves the greatest possible benefits We offer donors Flexibility and focus Working with OCF your clients decide how when and where to spend their money Reliability Charitable funds are invested in a large diversified portfolio and professionally managed Financial stewardship We work with professional advisors to incorporate giving into their clients financial planning and to achieve the maximum tax advantage Support and leadership Our professional staff are ongoing partners in serving and protecting your client s charitable interests Learn more by contacting an OCF Charitable Gift Planner Deferred Giving If your client is interested in deferred giving one of our charitable gift planners can help you and your client plan and establish a standard fund agreement This agreement establishes the best type of fund for the causes your client wishes to support Deferred Giving Options Simple Bequests Donors who leave a bequest to charity can take an estate tax deduction of 100 percent of the gift s value Your client s bequest can be stated as a set amount of cash securities or other assets or as the residue or a percentage of the residue of the estate The bequest can also be contingent Please see our sample bequest language Charitable Remainder Trusts CRT Your client may transfer assets to a charitable remainder trust that provides a specified distribution percentage to one or more income beneficiaries for life or a term of years with the remainder interest paid to charity There are two kinds of CRTs Charitable remainder unitrust A CRUT requires annual revaluation of the trust assets which typically changes the value of the unitrust payment and allows donors to make additional gifts to the trust Charitable remainder annuity trust The income beneficiary of a CRAT receives a fixed amount that is determined when the trust is established A CRAT does not allow donors to make additional gifts to the trust Charitable Lead Trusts A donor may transfer assets to a charitable lead trust A charity is the income or lead beneficiary for a lifetime or term of years after which the remaining assets are distributed to the donor or other beneficiaries Gift Annuities In return for a donation of cash or other assets the charity agrees to pay the donor and or someone designated by the donor a fixed payment for life The donor can claim an immediate charitable tax deduction for the amount of transfer above the value of the annuity purchase If a donor funds a gift annuity with long term capital gain property e g with appreciated stock the donor will report only some of the gain and may be able to report it in installments over many years Donors may establish a deferred charitable gift annuity and defer receiving income from the gift annuity for a period of years OCF will consider issuing gift annuity contracts for

    Original URL path: http://www.oregoncf.org/professional-advisors/assisting-you-and-your-client (2016-05-01)
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