NDB Rounded Rectangle: To Donate  click here
fireworks dIAL-ride church Mill Pond

 

MENU

 

editable

 

Give using your Will or Trust

A gift to North Douglas Betterment in your will or revocable trust enables you to support our mission and make a difference in the lives of future generations. A bequest:

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to North Douglas Betterment (Tax ID #26-1739404), located in Yoncalla, OR, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming North Douglas Betterment as a beneficiary of a specific amount from your estate is easy:

I give and devise to North Douglas Betterment (Tax ID #26-1739404), located in Yoncalla, OR, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

North Douglas Betterment can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert name) is not living at the time of my demise, I give and devise to North Douglas Betterment (Tax ID #26-1739404), located in Yoncalla, OR, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Retirement Plan Beneficiary Language

You may name North Douglas Betterment (Tax ID #26-1739404) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming North Douglas Betterment as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming North Douglas Betterment as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support North Douglas Betterment free of both estate and income taxes.

Thank you for your interest!