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  • Oregon Scholarship Fund
    Offices Careers Print Share Home Give Now Oregon Scholarship Fund Oregon Scholarship Fund General Opening doors for Oregon students For many deserving students the rising price of education is simply too much The Oregon Scholarship Fund opens doors for these students students that may not have other opportunities or other sources of support By making a gift of any size to the Oregon Scholarship Fund you are Joining with other donors to help students receive the education they need for a successful future Helping to ensure that Oregon has a strong competitive workforce Contributing to a permanent endowment to support students in the future Scholarship dollars support the success of Oregon students attending a certificate or degree program at a public institution within the state Through this fund OCF awards a total of 30 000 annually to an average of 12 recipients If you would like to discuss your charitable options with one of our knowledgeable gift planners please contact us at 503 227 6846 or DONATE NOW 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

    Original URL path: http://www.oregoncf.org/givenow/oregon-scholarship-fund (2016-05-01)
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  • OCF Leadership Fund
    OCF Leadership Fund you are joining other donors to Support OCF s outreach efforts around the state Enable more dollars to go directly to support the critical issues in our state including education access to health care and economic vitality If you would like to discuss your charitable options with one of our knowledgeable gift planners please contact us at 503 227 6846 or DONATE NOW Find Your OCF Office

    Original URL path: http://www.oregoncf.org/givenow/ocf-leadership-fund (2016-05-01)
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  • The Oregon Society
    Dyess William and Karen Early Fara Etzel Alan Evans Davis Evans Evergreen Charitable Trust Sally D Farrell Christina Federlein Dr Carol Fellows William S Findlay William L Flatt Gillian Floren and Gregory Swanson John and Lynne Forsyth Joyce Freeman Timothy and Jeanne Freeman Ralph W Fullerton and Myra J Friedman Diana Gardener and Judson Parsons William H Gardner William Gaylord and Linda Eyerman Scott and Pamela Gibson Klaus and Dorlene Gielisch Ted Gilbert Kit Gillem and Deborah Horrell Jeff and Joan Gladow Nona Glazer Lyn Godsey Laura L Good Ann V Goodsell Eric and Tamie Goranson Doug and JoAnn Gordenier Drs Sandra Coyner and Joseph Graf Grandmother s Legacy Fund John D Gray James and Deborah Greear Carolyn Groves Inge Gruber Lester and Elizabeth Gunther Charles Guzis and Miriam St Clair Susan Halton Fred Hamlin Susan Hamlin Debbie Hanavan Terry L Harrington Sally Hart Judith Harza Chatten Hayes Michael and Eileen Heaton Michael Henningsen Sr Lyn Hennion Charles and Ruby Henry Peter and Mary Hepokoski Dorothy M Hermens Ron and Vicki Herring Carol C Herron CFP Melanie Hill Lynn Hochstetter Jeannette B Hofer Suzanne L Hoffman Charles and Pamela Hoffmeister James R and Linda L Holder John Dunlap and Robyn Holdman Sue Hollern Blair A Holman and Virginia I Tabor Fund David and Maryanne Holman The Honoring Institute Charles and Lynne Humble Clement and Phyllis Hunter Bill and Becky Huntting James and Linda Hurst Wilbur and Lela Jackson Norman C Jacox Jan Johnson Steve Jones Guy Justice and Eva Smekens Justice Judy Carlson Kelley Michael M Kem JoAnn and Greg Kemmis Peter J Kendall Robert W Kendall Rachael Kester Shelley J King Ron and Linda Klein Janet Knowles Willy and Karen Kohne Howard and Barbara Kraus Gary D and Kathryn Judd Kurtz Fund Mary Kutz and Chris Haubrich Bill and Ann Lansing Marlene Lasher Dave and Ann Lau William and Emmy Lawrence Leadingham Living Trust Karen Leigh and Keith Oldham Sharon Leighty and Thomas Szymoniak Richard Leonetti and Shannon Moon Leonetti Joan Levers and David Manhart Elizabeth Lewis Eric and Hollie Lindauer Mary A Lockhart Sarah Lockhart and George Kraus Charles and Marcia Logan Christine Lolich Richard G Long Lena LoPiparo George L Lorance Greg and Kathy Love Drs Robert Lowe and Michelle Berlin Lowe Arvin and Susan Luchs Barbara and Larry Lund Barbara Lynn John Madison Bill and Mary Mainwaring David and Shirley Malcolm Neil and Joan Malling Tom and Carolyn Maresh Bill and Mary Marquess Tony and Janice Marquis Michael Marx and Donald Marshall Steven Maxwell Genie and Steve McBurnett Jean McClellan Nancy McClellan Judy and Bob McDermott Charles McGinnis Paul and Sheila McMahon Michael E Menashe Ruben and Elizabeth Menashe Barbara J Mendius Ronald C Menke Brad and Janet Mersereau Miles and Elizabeth Merwin Alan and Barbara Meyer Keith and Debra Meyers Jack and Kate Mills Dr and Mrs Frank A Moore Linda Moore Sharon Moore Dennis L and Victoria A Morgan Carl P Moseley Dave and Pat Moss Bob and Carol Mulligan James and Marilyn Murdock

    Original URL path: http://www.oregoncf.org/donors/donor-overview/planned-giving/oregon-society (2016-05-01)
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  • Planned Giving
    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 A CRAT does not allow donors to make additional gifts to the trust and CRAT assets are not revalued annually so the income beneficiary receives the original cash amount 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 donor In return for a donation of cash or other assets the charity agrees to pay donor and or someone designated by 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 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 the American Council on Gift Annuities Minimum gift amount is 25 000 Life Insurance IRA Beneficiaries

    Original URL path: http://www.oregoncf.org/donors/donor-overview/planned-giving (2016-05-01)
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  • Financial Information
    Equity II Kabouter International Opportunities Fund II LLC Marathon London Oldfield Emerging Markets Two Sigma Active Extension Vanguard Institutional Index Fund Vanguard Pacific Stock Index Fund Vulcan Value Large Cap Westwood Emerging Markets Fund Westwood Emerging Markets Smaller Companies Fund Marketable Alternative Assets Arlington Fund OCF Series diversified portfolio of 29 limited partnerships Private Capital Private Equity Investments 91 limited partnerships Inflation Hedging Investments Tortoise MLP Strategy Vanguard Energy Fund Morgan Stanley International Real Estate Global Fixed Income Brandywine Global Opportunities Income Research Management Standard Life Global Absolute Return Strategies Investment Results Annualized returns for periods ending December 31 2015 Quarter 2 4 Trailing 1 Year 1 5 Trailing 3 Years 4 9 Trailing 5 Years 4 5 Trailing 10 Years 4 9 Asset allocation at December 31 2015 was as follows Asset Type Actual Target Range Global Equity 49 1 45 0 25 60 Absolute Return 21 3 20 0 10 30 Private Equity Venture Capital 8 2 15 0 5 15 Real Assets 9 7 10 0 5 25 Fixed Income 10 8 10 0 10 30 Cash and Equivalents 0 7 0 0 1 5 Social Investment Option OCF s Social Investment Pool was established in 1991 as an investment option for donors who request that their funds assets be invested with social screens applied Investments in the Social Investment Pool must meet criteria set forth in OCF s Socially Responsive Investment Fund Policy Statement At December 31 2015 assets in the pool totaled 50 8 million with 79 OCF funds participating Target asset allocation for the Social Investment Pool is 70 percent equities and 30 percent fixed income Currently Boston Common Asset Management Generation IM Global Equity Fund and BlackRock MSCI World Equity ESG Screened Fund manage the equity portion of this pool Fixed income assets are invested in the PIMCO Total Return III and Vanguard Intermediate Term Treasury Fund Annualized returns for periods ending December 31 2015 Quarter 5 0 1 Year 1 9 3 Years 7 7 5 Years 6 4 The Social Investment Pool s Asset allocation at December 31 2015 was as follows Global Equity 71 8 Fixed Income 28 2 Total Portfolio 100 0 OCF Financials Audited Financial Statements 2014 Audited Financial Statement PDF IRS Form 990 IRS Form 990 provides annual financial information about the Foundation s assets investments expenses and grant awards 2014 IRS Form 990 IRS Form 990 T is available upon request Administrative Fees Through careful management and use of volunteers OCF keeps its expenses low while providing high quality services to donors and grantees Each OCF fund pays a proportionate share of the Foundation s administrative costs based on an annual fee structure Historically OCF s administrative fees have been among the lowest compared to community foundations nationally In November 2010 the OCF board of directors approved a modest increase in fees This will allow OCF to carry out its mission while keeping fees on the low side Current Fee Schedule Rate Permanent Funds Community Advised

    Original URL path: http://www.oregoncf.org/explore-ocf/financial-information?tab=5 (2016-05-01)
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  • 2015 IRA Rollover Update
    and makes it permanent into future years Please note that you may be eligible to take advantage of this legislation by contacting your IRA administrator during the last two weeks of the calendar year if You are at least 70 years of age when the gift is made The transfer is made directly from the IRA administrator to the charity The gifts from the IRA do not exceed 100 000 per person 200 000 for a couple in a given year No goods or services are given in exchange and The gifts are not made to a donor advised fund a supporting organization or a private foundation Some donors have already made qualifying gifts in 2015 with the hope that the provision would be extended retroactively to the beginning of 2015 this is in fact what has happened Please let OCF or another recipient charity know if you or a client initiated this transfer earlier in 2015 so that an appropriate acknowledgement may be issued The transfer may be applied towards the donor s required minimum distribution and will not be considered taxable income to the donor However the donor will not be eligible to take a charitable deduction in

    Original URL path: http://www.oregoncf.org/news-resources/press-releases/current/ira-rollover-update-2015 (2016-05-01)
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  • Advised Funds Grantees | OCF | Oregon Community Foundation
    an OCF advised fund our Grant Recipient FAQs will provide more information Reporting Your Organization s Progress We encourage the organizations we support to report to us on their progress and on how the grant has benefited their community We often share this information with our fund advisors We generally make advised grants at the recommendation of an advised fund donor they are not the result of a grant application submitted by a nonprofit Most advised grants support a nonprofit s general operations or core programs Therefore we usually do not require grantees to submit a progress report An exception may be made if the grant is for a specific project or for a large sum In these cases the grant award letter will state if a report is required Evaluation Form DOC Evaluation Form PDF Environmental Education Program Evaluation Form DOC Completing an Organization Profile When evaluating a grant recommendation or a donor s interest in an organization OCF may request an Organization Profile If OCF has requested that you complete this form please download it below and complete it Organization Profile FAQs PDF Organization Profile Form DOC Organization Profile Form PDF NOTE Unsolicited forms will not be considered by OCF Staff Assistance If you have any questions after reviewing the information available on this page please contact Comet James Michael Knackstedt or Chey Kuzma donor relations associates or 503 227 6846 Advised Fund Grant Forms Grant Recipient FAQs PDF Advised Fund Grant Evaluation Form DOC Advised Fund Grant Evaluation Form PDF Environmental Education Program Evaluation Form DOC Organization Profile FAQs PDF Organization Profile Form DOC Organization Profile Form PDF Learn More Advised Funds Overview Environmental Education Program Grantee Reporting Grant Evaluation Glossary Other Resources Oregon Program Evaluators Network Basic Guide to Program Evaluation Logic Models Find Your OCF

    Original URL path: http://www.oregoncf.org/grants-scholarships/grants/grantee-reporting/advised (2016-05-01)
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  • Resources
    more about philanthropy Better Business Bureau s Wise Giving Alliance An organization that advances high standards of conduct among organizations that solicit contributions from the public www bbb org charity The Chronicle of Philanthropy A newspaper and website for charity leaders fundraisers grantmakers and other people involved in philanthropy www philanthropy com Council on Foundations A membership association of more than 2 100 grantmaking foundations and corporations www cof org Forum of Regional Associations of Grantmakers A network of 33 regional associations of grantmakers www givingforum org The Foundation Center An organization that seeks to strengthen the nonprofit sector by advancing knowledge about U S philanthropy www fdncenter org Grantmakers for Effective Organizations GEO A coalition of grantmakers committed to building strong and effective nonprofit organizations www geofunders org Grantmakers of Oregon and SW Washington The regional association of grantmakers that serves the funding community in Oregon and SW Washington www gosw org GuideStar Gathers and publicizes information about nonprofit organizations www2 guidestar org Independent Sector A forum for charities foundations and corporate giving programs committed to advancing the common good in America and around the world www independentsector org National Center for Family Philanthopy An organization that seeks to promote philanthropic values vision and excellence across generations of donors and donor families www ncfp org Nonprofit Association of Oregon NAO supports Oregon based 501 c 3 nonprofit organizations that improve the quality of life for people at home and abroad www tacs org nonprofit association of oregon Oregon Foundation Databook An annual directory database of Oregon grantmaking foundations published by C D Publishing http www foundationdatabook com Pages or or1 html Oregon Involved A resource for finding and connecting with nonprofits www oregoninvolved org Women s Philanthropy Institute A program of the Center on Philanthropy at Indiana University that

    Original URL path: http://www.oregoncf.org/donors/donor-overview/resources-for-giving (2016-05-01)
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