Planned and Estate Giving
join the confluence legacy club
Regardless of how much money you have, planning ahead can allow you to continue to support the causes you care about after you are gone. There are many ways to leave a legacy gift to McKenzie River Trust. You can name McKenzie River Trust as a beneficiary of all or a portion of your estate.
Here are a few of the most common ways to make a legacy gift.
- Bequest: Allocate a specific amount, percentage, or remainder of your estate or trust or designate specific assets (like real estate, stock, accounts, etc.) to McKenzie River Trust in your will.
- Retirement Plan Designation: Make McKenzie River Trust a beneficiary of your IRA or other retirement plan. (And, if you are over 70½, you can already direct Qualified Charitable Distributions from your IRA.)
- Life Insurance Policy: Designate a specific amount or percentage of your life insurance policy to McKenzie River Trust.
Our federal tax ID number is: 93-1029808 and our date of incorporation was March 9, 1990. McKenzie River Trust is tax-exempt under section 501(c)(3) of the Internal Revenue Code and is a 50%-type organization under section 170(b)(1)(A).
Have you already listed McKenzie River Trust in your plans? Please let us know! We would like to welcome you to the Confluence Legacy Club, thank you, and make sure we can honor your desires and any specific instructions. You can use the link below to download our Bequest Information Form to inform us of your intentions. We recognize that your plans may change and that filling out this form does not obligate you in any way. You can send the form to us via email, post mail, or by visiting our office.
Your future bequest can support our work today.
Currently, two generous donors are matching any new bequest notification we receive with an unrestricted $1,000 donation to McKenzie River Trust! Please don’t delay in letting us know if you have included us in your estate plans.
We are a 4-Star, 100% positively rated charity for accountability and finance, so you can rest easy knowing your gift will be well spent.
Members Since 2004
“Biodiversity extinction and climate change are the most severe threats facing the planet today. By preserving freshwater systems through projects like Green Island, the Willamette Confluence, Waite Ranch, and North Fork Marsh – and even marine systems like Cape Foulweather – McKenzie River Trust flexes its arm in the fight against extinction by providing habitat for the diverse wildlife that call these places home. Efforts funded by our – and others’ – gifts to the Confluence Legacy Club provide the income to support these projects and ultimately fulfill the dream of wildlife conservation.”
Why Others Give
Join the Confluence Legacy Club
Each year, we look forward to inviting Confluence Legacy Club members to gatherings on the land to celebrate the good work of land and water conservation in western Oregon. As a Confluence Legacy Club member, you’ll have exclusive opportunities to join McKenzie River Trust staff, board members, and other Confluence Legacy Club members to learn about the special projects and places we are all working to safeguard for future generations to enjoy.
How to join the Confluence Legacy Club
We ask that those who have made a bequest to McKenzie River Trust in their planning let us know. We don’t need to know the details of your planned gift, or when you made your decision, but we would like to express our gratitude for your commitment to our natural lands and rivers. Please share your decision with us so we can welcome you as a member of the Confluence Legacy Club. You can let us know by calling our office at (541) 345-2799 or emailing us at firstname.lastname@example.org. You can also use the form below to let us know of your intentions.
If you have any questions or would like more information about becoming a member of the Confluence Legacy Club, please contact our staff today. We recommend that you also consult your financial adviser about making a legacy gift that is right for you. The following legal language can be used when including McKenzie River Trust in your plans:
…to McKenzie River Trust, a non-profit corporation, organized and existing under the laws of the state of Oregon, with the principal business address of 120 Shelton McMurphey Blvd, Suite 270, Eugene, OR 97401-8718.
Stay Up to Date on News and Events
Subscribe to our email newsletter!