Have you made a plan that reflects your values and leaves the legacy you desire for the people and things you care about most?


Planned Giving

WP_20140529_0401.jpgOne of the most important things you can do for yourself and those you care about is to plan your legacy thoughtfully. That is what estate planning is all about. It is a statement that affirms not only how your estate will be distributed, but also what kind of legacy you will leave behind and the impact it will have for generations to come.  

If you believe in the mission of Leach Botanical Garden, please consider including the Garden in your estate planning. Bequests and other planned gifts, large and small, are important to ensure that Leach Botanical Garden will continue to serve and delight generations to come. 


There are many ways to support the future of Leach Botanical Garden through planned gifts. Some of them are described here. Click on the type of gift for more information.

Charitable Gift Annuity

To establish a charitable gift annuity, a donor makes a gift of cash or appreciated securities to Leach Garden Friends. In exchange, the donor is eligible to receive a charitable income tax deduction and receives annual (or quarterly, or semiannual) payments for life. Payment amounts may be made to the donor or to another person and are based on the age of the person receiving the payments. Leach Garden's Charitable Gift Annuities are administered by the Oregon Community Foundation.

Charitable Remainder Trust

A charitable remainder trust is established when cash or securities or another asset are transferred to a trust. The donor or another person receives payments from the trust for life or for a term of years (not to exceed 20). At the end of the lifetime or term of years, the trust terminates and the assets pass to the named charity.

Charitable Lead Trust

A charitable lead trust is established when cash or securities or another asset are transferred to a trust. The donor arranges for one or more charities to receive payments from the trust. At the end of the trust term, the assets pass to the donor or family members.

Securities

Outright gifts of appreciated securities (stocks, bonds, mutual fund shares) are tax deductible at full fair-market value if you have owned them for at least 12 months. To avoid capital gains taxes, you must provide the securities themselves, not the proceeds from their sale.

Life Insurance

You can name Leach Garden Friends as beneficiary of all or a percentage of a fully paid life insurance policy, and you may receive a charitable estate tax deduction for the portion you designate for charity.

Retirement Plan Assets

You can name Leach Garden Friends as a percentage beneficiary of your retirement plan assets, and your estate will receive the appropriate charitable estate tax deduction.

Savings Bonds

Gifts of savings bonds have tax consequences when transferred to individuals but may be bequeathed to charities with fewer tax penalties.


Please note: This information is not intended to provide specific advice about your estate plan or to recommend a specific course of action. It is important to consult your professional advisers before taking any action.


For More Information


 Leach Botanical Garden is already included in my estate plans.
 I would like more information about including Leach in my estate plans.