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Leave a Legacy
The Oregon Cultural Trust is unique.
- No other state in the nation offers a 100% tax credit for cultural giving
- No other state has a county-by-county network of cultural plans, specific to the assets and needs of each county
- No other cultural funding plan integrates humanities, arts and heritage in a single, comprehensive program
- No other cultural funding agency treats tribal governments in parity with city, county and state governments
No other state allows its citizens to create the money for cultural funding themselves. When you contribute to the Oregon Cultural Trust through your will, trust or annuity plan, you make sure that the Cultural Trust can continue for generations to come. We're thrilled to welcome you into the special group of people who have made a commitment to the future of the Oregon Cultural Trust. Your gift is unique...and powerful.
bequest language and tax id number
A bequest to the Cultural Trust will qualify your estate for a charitable deduction equal to the entire amount you bequeath.Sample Testamentary Language
A general bequest: "I give to Oregon Cultural Trust, whose current legal address is Oregon Cultural Trust Fund, Oregon Community Foundation, Oregon Community Foundation 1221 SW Yamhill, Ste 100, Portland OR 97205 the sum of $___________ (or specifically describe property or percentage of estate or residual), to be used for its general charitable purposes as the Board of Directors of Oregon Cultural Trust shall determine."
If you have included the Cultural Trust in your will or estate plan and would like to join the Cultural Trust Sunstone Society, please contact Kimberly Howard, Trust manager, 503-986-0089 or firstname.lastname@example.org.
NOTE: In order to accept and manage gifts that must be made to a 501(c)(3), the Cultural Trust has established a fund agreement with the Oregon Community Foundation, which acts as its fiscal agent for this purpose. The Oregon Cultural Trust Fund at the OCF also serves as a depository for gifts of stock or similar financial instruments.
The property and any additions shall be accounted for and designated by OCF as the Oregon Cultural Trust Fund (“Fund”).
Acknowledgement will be made in the Oregon Cultural Trust Annual Report.
The assets of the Fund may be commingled with other OCF property for investment purposes.
The Fund shall be subject to OCF's Articles of Incorporation and Bylaws, each as amended and restated from time to time, and the terms of this agreement shall be applied in all respects in a manner not inconsistent with said Articles and Bylaws (including without limitation the provisions thereof authorizing OCF to vary or modify restrictions or conditions that it believes are unnecessary, incapable of fulfillment, or inconsistent with the charitable, educational, and scientific needs of the state of Oregon).