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 attach a short document to it known as a codicil that includes Cascadia Wildlands in your plans.
2014 pup of the Wenaha wolf pack (photo by ODFW).
BENEFITS OF LEGACY GIVING:

1) You leave a lasting legacy for the wild to be remembered;
 
2) you lessen the tax burden on your family; and

3) you may receive estate tax savings.

*Please consult your estate attorney, tax professional or investment agent for independent legal advice.

Thank you for considering giving to Cascadia Wildlands through your will or revocable trust as you plan for the future.

The following are examples of four outright gift provisions.

The sample language illustrates how a bequest or a gift through a living trust can be accomplished and is intended to be used for educational purposes rather than as advice. We encourage donors to share this information with their tax advisors and recommend that anyone undertaking estate planning do so with the consultation of an attorney. Please email us or call us at 541-434-1463 to initiate a conversation.

Specific Bequest to Cascadia Wildlands

A specific bequest gives a specific item or specific piece of property to Cascadia Wildlands. Such bequests are fulfilled first, before cash and residuary bequests. If the donor disposes of the specified property during his or her lifetime, there will be no bequest to Cascadia Wildlands.

“I give ________________ (describe asset) Cascadia Wildlands TAX I.D. #93-1293019 to be used for its work to protect the wildlands, waterways and species in Cascadia. Cascadia Wildlands may be contacted by mail at POB 10455, Eugene, OR 97440 or by phone at 541-434-1463.”

Cash Bequest to Cascadia Wildlands

A cash bequest provides Cascadia Wildlands with a specified sum of money from a donor’s estate. These bequests are fulfilled second, after specific and before residuary bequests.

“I give, devise, and bequeath $_____ [list amount] to Cascadia Wildlands TAX I.D. #93-1293019 to be used for its work to protect the wildlands, waterways and species in Cascadia. Cascadia Wildlands may be contacted by mail at POB 10455, Eugene, OR 97440 or by phone at 541-434-1463.”

Residuary Bequest to Cascadia Wildlands

A residuary bequest is made from the residue, or what remains in a donor’s estate after specific and cash bequests, taxes, settlement costs and debts are satisfied. This type of bequest is sensitive to changes in the size of the estate over time.

“I give the residue (or _____ percent of the residue) of my estate to Cascadia Wildlands TAX I.D. #93-1293019 to be used for its work to protect the wildlands, waterways and species in Cascadia. Cascadia Wildlands may be contacted by mail at POB 10455, Eugene, OR 97440 or by phone at 541-434-1463.”

Contingent Bequest to Cascadia Wildlands

A contingent bequest enables you to name Cascadia Wildlands as an alternate beneficiary of all or of a portion of your estate, which means Cascadia Wildlands will receive the bequest only if your primary beneficiary or beneficiaries do not survive you.

“If ________ is not living at the time of my death, I give to Cascadia Wildlands, TAX I.D. #93-1293019, [the sum of $________/ the residue of my estate/ ______% of the residue of my estate] to be used for its work to protect the wildlands, waterways and species in Cascadia. Cascadia Wildlands may be contacted by mail at POB 10455, Eugene, OR 97440 or by phone at 541-434-1463.”

Legacy Gifts of stocks, bonds and mutual funds in your plans are an easy way to support Cascadia Wildlands into the future.

Include Cascadia Wildlands as a beneficiary of your IRA, 401(k) or other qualified retirement plan. Simply name Cascadia Wildlands as a partial or full beneficiary of your plan.

You’ve worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce the federal government’s cut, and support Cascadia Wildlands well into the future.

Naming Cascadia Wildlands as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit sharing pension plan in your estate plans will accomplish a charitable goal while realizing tax savings. It can be costly to pass such assets on to heirs because of tax consequences. By naming Cascadia Wildlands as a full or partial beneficiary of a retirement plan, you maintain complete control over the asset while living, but at passing the asset passes to Cascadia Wildlands free of both estate and income taxes.

How to Contribute

Making a gift from your retirement plan is easy and should be cost-free. Simply request a change of beneficiary form from your plan administrator. When you are done, return the form to your plan administrator and contact Executive Director, Josh Laughlin by email or call him at 541-434-1463 to let him know of the update. Thank you for considering giving to Cascadia Wildlands through your retirement account.

Qualified Charitable Distribution (QCD) from Your IRA

Also consider making a Qualified Charitable Distribution (QCD) from your Individual Retirement Account (IRA) to Cascadia Wildlands. QCDs allow individuals age 70½ and older to make tax-free donations directly to a qualified charity. For 2024, the QCD limit has increased to $105,000/year. A QCD maximizes a donor’s charitable contributions to qualified non-profits such as Cascadia Wildands while avoiding the tax consequences of their Required Minimum Distribution (RMD) from their IRA, which starts at age 73.

Contributions typically need to be made by December 31 of the tax year to qualify. Many supporters who are required take money from their IRA but do not need it for living expenses have chosen to make QCDs from their IRAs to support the work of Cascadia Wildlands. These distributions can satisfying all or part of their annual RMD.

Your QCD must be made directly from your IRA custodian to Cascadia Wildlands on your behalf. Each financial institution has its own process for initiating a QCD. Many retirement plan administrators require you to use their distribution forms and comply with other requirements, so follow their forms and procedures to ensure you receive any potential tax benefits associated with your gift.

Please contact Executive Director Josh Laughlin by email or call him at 541-434-1463 with any questions or to explore the Qualified Charitable Distribution from your IRA further.

Designate Cascadia Wildlands a partial or full beneficiary of your life insurance policy. If you no longer need the policy proceeds in your estate, you can transfer ownership of the policy to Cascadia Wildlands.

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.