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.
"Because I envision a wild Cascadia deep into the future, I decided to include Cascadia Wildlands in my estate planning. This outstanding organization has always impressed me with its savviness and strategic approach to safeguarding the watersheds and species of our special region."
Julie Bailey
Former board member and past president and owner of Mountain Rose Herbs for 30 years.
Ways to make a Legacy Gift
Making a cash, property 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. The following are examples and include sample language for four outright gift provisions.
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.”
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. 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.
“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.”
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 will or trust are a common and simple way to support Cascadia Wildlands into the future. Please find below the information your brokerage firm will need in order to help facilitate your gift of securites.
Cascadia Wildlands’ brokerage firm: Fidelity
Fidelity’s DTC #: 0226
Account name: Cascadia Wildlands
Cascadia Wildlands’ account #: Z40191931
Consider including Cascadia Wildlands as a beneficiary of your Individual Retirement Account, 401(k), or other qualified retirement plan. Simply name Cascadia Wildlands as a partial or full beneficiary of your plan.
Similarly, you can 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 to Cascadia Wildlands.
Charitable Gift Annuities (CGAs) and Charitable Remainder Trusts (CRTs) allow a donor to enjoy income for life or for a specified number of years, and obtain an income or estate tax benefit in exchange for a sizeable donation using cash, securities or possibly other assets. The Oregon Community Foundation (OCF) can help Cascadia Wildlands donors establish CGAs and CRTs. Assets remaining at the termination of the trust or gift annuity are directed to support the Cascadia Wildlands Endowment Fund. CGAs can be created with a minimum of $25,000. CRTs are more complex, and we suggest consulting with a legal advisor since it creates an irrevocable trust.
* Cascadia Wildlands encourages donors to share this information with their tax advisor and recommends that anyone undertaking Legacy Giving do so with the consultation of an attorney. Please email us or call us at 541-434-1463 to initiate a conversation about Legacy Giving.
"How we plan for tomorrow reflects our values today. By designating Cascadia Wildlands as a retirement account beneficiary in my will, I ensure that my legacy extends beyond myself, supporting the preservation of our natural world for generations to come."
Laurie Bernstein
Long-time Cascadia Wildlands supporter.