Legacy Giving

  • There are many ways you can support ORS that provide tax benefits to the donor in addition to supporting choral arts in our community.

  • Gifts from your will

    With a provision in your written will or living trust, you can make a planned gift to ORS. This could include cash, stocks, funds, real property, or personal property.

  • Gifts that pay you

    Turn underperforming or non-income producing assets into cash. One example is a Charitable Gift Annuity that will return fixed, quarterly payments for life as well as some tax deductions to you.

  • Beneficiary Gifts

    Naming the ORS as one of the beneficiaries of your qualified retirement account: IRA, 401K, or 403B, will provide both a gift as well as tax benefits to you.

  • Gifts of Appreciated Assests

    Donate appreciated assets such as stocks, funds, bonds, or real estate, and avoid paying capital gains on the appreciation in addition to a tax deduction for the value of the appreciated assets.

  • Gifts of IRA Required Minimum Distributions (RMDs)

    Most people over 70 and a half are required to withdraw a minimum amount annually. While this withdrawal is taxable as normal income, you can remove it from being taxed by making all or some of it as a donation.

  • Gifts of Life Insurance

    There are three ways to do this:

    Name the ORS as the beneficiary of an existing policy
    Donate a paid-up insurance policy that you no longer need.
    Purchase a new life insurance policy with ORS as the owner and beneficiary.

  • For questions, please contact us.

    Email us or call 503-230-0652

  • Declaration of Bequest Intention Form

    Download form here.

Please consult your attorney, tax professional, and/or financial adviser for specific and personal assistance, or contact the ORS office to be referred to an adviser.