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Leave a Legacy

Thank you for considering leaving a legacy through RootedHomes. With your support, we can ensure Central Oregonians have access to affordable and sustainable housing for generations to come. We encourage you to work with your estate planner or .(JavaScript must be enabled to view this email address) for support.

Types of Gifts:

  • Gifts of Cash: RootedHomes accepts unrestricted, restricted, and anonymous cash donations in the form of EFT payments, credit card, and checks payable to RootedHomes.
  • Gifts of Property: Leave your home or a parcel of land to RootedHomes by including a bequest form in your will. Use the sample bequest form.
  • Gifts of Stock: RootedHomes accepts gifts of stock. To facilitate electronic transfer, receipt, and proper acknowledgment of your gift, please have your broker .(JavaScript must be enabled to view this email address)

    • Types of Planned Giving:

    Type

    How it Works

    Advantages

    Living Trust

    Create a trust that will give your assets to RootedHomes after your lifetime.

    This trust avoids probate after your lifetime.

    Bequest

    In your will, leave your property, financial assets, or a share of your residual estate to RootedHomes.

    A bequest can either be outright or contingent upon death of a family member. Heirs are not subject to estate taxes.

    Charitable Remainder Trust

    Funds with cash, stocks, or other appreciated assets like real property

    You or a designee are paid a fixed percentage of the market value of trust assets for life or a fixed amount of time. Assets are not subject to capital gains tax and you will receive an income tax deduction.

    Charitable Gift Annuity

    Funds with cash or other assets with a minimum gift of $10,000.

    You receive fixed payments for life without investment worries and an income tax deduction.

    Life Insurances

    Name RootedHomes as the primary or contingent beneficiary or transfer a policy to RootedHomes.

    You can contribute either a new policy or one you already have.

    Qualified Retirement Plans, IRA

    Name RootedHomes as the primary of contingent beneficiary of all or part of your qualified plan or IRA.

    The gift is not subject to IRA taxation (income and estate taxes) on distributions after your lifetime.

    Transfer on Death Deed

    Leave your property to RootedHomes by signing and recording the deed today. It does not take effect until after your lifetime.

    This deed avoids probate and has favorable tax implications for the beneficiary.

    Please note that the above information is for informational purposes only and should not be viewed as legal or financial advice. We encourage you to work with your estate planner or a professional advisor who can help you decide the best way to leave a legacy.

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