Your Legacy Lives Through The Jazz Station!
When you make a gift through your estate, either now or at the end of your life, you provide invaluable support to the Willamette Jazz Society. In addition, you or your heirs may receive various financial advantages, including significant tax benefits.
Planned Giving can help you reach your personal philanthropic or estate goals, can provide tax deductions (capital gains and others), and help reduce tax burdens on your loved ones. We encourage you to consult with your financial advisor, estate attorney, or tax accountant when deciding the most optimal way to leave a legacy gift.
By letting us know you have made a legacy commitment to Willamette Jazz Society, we will recognize you as a member of the Willamette Jazz Society Legacy Family. Your membership will be acknowledged in our materials, and you will be invited to special Jazz Station events. By demonstrating this commitment to Willamette Jazz Society, you will inspire others to do the same. You may also decide to remain anonymous.
Your donation is vital to the success of The Jazz Station and its mission. Your generous gift supports the talented musicians, outstanding performances, and educational outreach programs that help preserve and extent the rich tradition of America's music.
The Jazz Station is a 501(c)3 tax-exempt organization. Our non-profit tax ID number is 75-3020474. The full amount of your donation is tax deductible.
Did You Know?
Did you know that you can satisfy your required IRA minimum distributions for the year with a direct contribution to Willamette Jazz Society? If you are at least 70½ years old, you can make a qualified charitable distribution from your tax-deferred IRA. This convenient and beneficial option was recently confirmed as a requirement by the IRS. See irs.gov for details.
There are various avenues of Legacy Giving. We have included some of these options below to help you make this important decision.
FORMS OF GIVING
There are many avenues of giving when considering a legacy gift.
The following gifts can be given to Willamette Jazz Society by simply identifying us in a beneficiary form (or “payment on death” form obtained by the provider of service.
- Life Insurance
- Savings or checking account
- Stocks and bonds
- IRA or Pension Plan
- Donor Advised Fund
- Commercial Annuity
Charitable Bequest
Your charitable bequest will provide a foundational pathway to the future of Willamette Jazz Society allowing generations to come the chance to benefit from our work.
You may choose to make a specific charitable bequest or a residual bequest. A specific bequest identifies a specific amount, a specific percentage, shares of stock or actual property. Residual bequests are made after specific bequests are identified to family or friends and you are bequeathing a percentage of the remainder (the residuary).
Specific:
"I give, devise and bequeath to Willamette Jazz Society, a nonprofit corporation of the State of Oregon, tax ID #75-3020474, located at 124 W Broadway, Eugene, OR 97401
Options:
1) The sum of $_________________________________________."
or
2) __________ shares of stock in ________________Company."
or
3) my real property commonly known as _________________________."
Residual / Percentage:
"I give, devise and bequeath to Willamette Jazz Society, a nonprofit corporation of the State of Oregon, tax ID #75-3020474, located at 124 W Broadway, Eugene, OR 97401, all the residue of my estate.” or … “_____% of my estate.”
Contingent:
"In the event of the death of any of the beneficiaries, I give, devise and bequeath to Willamette Jazz Society, a nonprofit corporation of the State of Oregon, tax ID #75-3020474, located at 124 W Broadway, Eugene, OR 97401, (specific or residual language as above)."
If you have any questions or need further assistance, please do not hesitate to contact us!
*All donations are used to cover our general operational expenses*
