Become part of the “We Like It Wild Legacy Circle” by naming Cascadia Wildlands in your estate plans.
Your Legacy Gift to Cascadia WIldlands will help you plan for your future, and the future of Cascadia’s magnificent wildlands, pristine waterways, and unique species. Made through your will or trust, a Legacy Gift is given to Cascadia WIldlands after your lifetime.
This kind of foresight will help ensure Cascadia Wildlands realizes its vision of vast old-growth forests, rivers full of wild salmon, wolves howling in the backcountry, a stable climate, and vibrant communities sustained by the unique landscapes of the Cascadia bioregion.
A Legacy Gift can be given by anyone at any income level, and it allows you to express your values far into the future. If you already have a will or trust, you can attached a short document to it, known as a codicil, that includes Cascadia Wildlands in your plans.
Below are ways to make a Legacy Gift.
MAKE A BEQUEST
Making a cash or other type of bequest to Cascadia Wildlands in your will or trust is one of the most popular and simple ways to make a Legacy Gift. Sample bequest language: “I hereby give Cascadia Wildlands, an Oregon charitable corporation, Tax ID# 93-1293019, the following: the sum of $_______ OR ____% of my estate OR ____% of the residue of my estate. Cascadia Wildlands shall use this gift for the work of its mission.”
DONATE SECURITIES
Legacy Gifts of stocks, bonds, mutual funds and crypto currency in your plans are an easy way to support Cascadia Wildlands into the future. Information you will need to donate securities in our estate plan include:
Cascadia Wildlands’ brokerage firm: Fidelity
Fidelity’s DTC #: 0226
Account name: Cascadia Wildlands
Cascadia Wildlands’ account #: Z40191931
Name Cascadia Wildlands as a Retirement Plan Beneficiary
One of the simplest and most tax-efficient ways to support Cascadia Wildlands is by naming us as a beneficiary—full or partial—of your retirement assets. This includes 401(k), 403(b), IRA, Keogh, or profit-sharing plans. Simply request a beneficiary form from your plan administrator, name Cascadia Wildlands as a full or partial beneficiary, and return the completed form to your plan administrator.
Retirement accounts passed on to heirs can come with significant tax consequences. However, when you designate Cascadia Wildlands as a beneficiary, the funds pass to us tax-free, helping you retain full control of your assets during your lifetime, fulfill your charitable goals, and reduce estate and income taxes.
DESIGNATE CASCADIA WILDLANDS A BENEFICIARY OF YOUR LIFE INSURANCE POLICY
Contact your life insurance provider to designate Cascadia Wildlands a partial or full beneficiary of your policy. If you no longer need the policy proceeds in your estate, you can transfer ownership of the policy to Cascadia Wildlands.
DONATE PROPERTY
You can donate your personal residence or property to Cascadia Wildlands in your will or trust. We evaluate donations of property based on their relevance to our mission, so any desire to have long-term maintenance or upkeep may be a determining factor.
* Please email Executive Director Josh Laughlin (jlaughlin(at)cascwild.org) or call him at 541.434.1463 with any questions or to inform us of your Legacy Giving plans. We also suggest you consult your estate attorney, tax professional or investment agent for independent legal advice.
