Legacy Giving

Greg Burke   Website

Legacy gifts are about planning for the future – your future and the future of Oregon’s wild desert lands, waterways and wildlife. Contact Allison Crotty at (541) 330-2638 or email to discuss your legacy giving opportunities.

Popular legacy giving opportunities such as a bequest or naming ONDA as a beneficiary of a life insurance policy or retirement account are accessible to many people.

This information is offered for educational purposes only. Your professional financial adviser should always be consulted in the estate planning process.

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Spring Basin Wilderness

Spring Basin Wilderness

Spring Basin Wilderness

With 10,000 acres of undulating terrain, secluded canyons and spectacular vantages of the John Day Country, Spring Basin is magnificent to explore This public treasure, forever protected as Wilderness, offers a profusion of desert wildflowers in the spring and year-round recreational opportunities for hikers, horseback

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Craig Terry, ONDA member and stewardship volunteer

Craig Terry, ONDA member and stewardship volunteer

“The people I have had the privilege to share time with each season keep me volunteering again and again. Who else but those ONDA staff leaders would make fresh coffee at dawn each morning or pack a watermelon all day to serve as a reward under a juniper in a steep canyon?” Craig, who grew up in northwestern Nevada, says ONDA connects him with places he loves and a mission he believes in. “My grandfather and his father put up wire fences for their ranching needs. Taking out barbed wire sort of completes a circle for me.”

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Cregg Large, member since 2009

Cregg Large, member since 2009

“I came to Oregon 12 years ago from Texas. Texas, for all its size, has very little public land. Coming to Oregon has made me realize the special gift we as Americans have in our public lands. Volunteering with an organization like ONDA is my way of reciprocating for this gift. Through restoration efforts, I feel we are helping leave a better place than we found it. Through advocating for protection for public lands, we safeguard migration routes for animals and keep the land where it belongs: with the public.”

A well-known legacy giving option is supporting ONDA with a bequest in your will or revocable trust. After your lifetime, ONDA receives the gift and applies it to the purposes you specified. Benefits include:

  • Your assets remain in your control during your lifetime
  • You can modify your bequest if your circumstances change
  • You can direct your bequest to a particular purpose
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests
  • You know that your gift will benefit ONDA tomorrow, just as you intend it to today

Name ONDA as a beneficiary of a life insurance policy and after your lifetime the proceeds are paid to ONDA and are used to support the programs you have designated. Benefits include:

  • If ONDA becomes the owner and beneficiary of the policy you can receive a tax deduction for the gift
  • If using an existing policy that you no longer see as a necessary part of your financial plans, it can become a future gift for ONDA

You may also name ONDA as the beneficiary of your IRA, 401(k) or other qualified retirement plan. After your lifetime, the residual of your plan is passed to ONDA tax-free. Benefits include:

  • You can escape income and estate tax levied on the residual left in your retirement plan
  • Give the most-taxed asset in your estate to ONDA and leave more favorably taxed property to your heirs
  • You can continue to take withdrawals during your lifetime
  • You can change the beneficiary or designation should your circumstances change

This type of gift is one that provides income to you or your beneficiaries. You transfer cash, securities or other appreciated property, such as real estate into a trust. Each year the trust pays a percentage of its value to you or to the beneficiaries you name. The trust value is re-computed annually, so payments change from year to year. When the trust terminates the remaining balance is passed on to ONDA. Benefits include:

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust
  • The trust pays no capital gains tax when it sells the asset you have contributed to the trust
  • You or your designated beneficiaries receive income for life or for a term of years
  • You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions and increased trust payments
  • You have the satisfaction of making a significant gift that benefits you now and ONDA later

This is another gift that provides you income. You transfer cash or appreciated securities to ONDA and we pay you, or up to two annuitants, a lifetime annuity. The principal passes to us after the lifetime of the income beneficiaries. Benefits include:

  • You receive an immediate income tax deduction for a portion of your gift
  • Your annuity payments are treated as part ordinary income and part tax-free income
  • If the gift is funded with appreciated property, your annuity payments are also part capital gain income and part tax-free income
  • This gift that benefits you now and ONDA’s conservation work later

Contact Allison Crotty at (541) 330-2638 or email to discuss your legacy giving opportunities.

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