Planned & Strategic Giving

Supporting Oregon Agricultural Trust (OAT) can go beyond a one-time donation. Planned and strategic gifts allow you to make a lasting impact, support your personal charitable goals, and help protect Oregon’s working lands for generations to come.

Estate Planning

Including OAT in your estate plan or will is a meaningful way to leave a legacy. Even small planned gifts can grow over time, helping us protect farmland and keep it working for future generations. You can also name OAT as a beneficiary of your retirement account, life insurance, or other assets to make a lasting contribution.

Click here to download OAT bequest language to give to your financial advisor. For more information about ways to make bequests of real estate, click here.

Donor Advised Funds

A Donor-Advised Fund (DAF) is a charitable investment account managed by a third-party sponsor. Contributions to a DAF become irrevocable, and donors can recommend grants to charities of their choice either immediately or over time. If you have a DAF, directing a gift to OAT is simple—your financial institution handles the transfer, and your support goes straight to protecting Oregon’s working lands.

IRA Charitable Giving

Starting at age 73, IRA owners are required to take annual withdrawals, called Required Minimum Distributions (RMDs). Making a charitable gift directly from your IRA is an effective way to support OAT while putting those funds to immediate use. This approach allows your gift to make a tangible impact now, even if you don’t itemize deductions, and can help maximize the effect of your charitable support.

What You Need to Know

  • Organization: Oregon Agricultural Trust, Inc., a nonprofit corporation

  • Address: PO Box 7359, Salem, Oregon 97303

  • Tax ID: 84-3396259

  • Date of Incorporation: November 19, 2019

Have you already listed Oregon Agricultural Trust in your plans? Please let us know! We would like to thank you and make sure we can honor your plans and any specific instructions.

Please note: Oregon Agricultural Trust can provide information about how your planned and strategic gifts can support the organization but cannot provide legal or tax advice. We encourage all supporters to seek independent financial and/or estate planning assistance.