Build a Legacy
Your planned gift can build a legacy that reflects the value you place on continued education and ensure thriving futures for Sisters High School students for years to come. There are several flexible options available to help you achieve your charitable goals while also maximizing tax benefits, including:
Start an Endowment
Endowed scholarships can be established with a corpus of $25,000 or more. The corpus can be funded over several years. While annual scholarships must be replenished through new gifts, endowments receive interest annually and the corpus of the gift is never touched (thereby ensuring it is available into perpetuity).
Bequest by Will or Trust
A simple way to make a lasting gift is to bequest through your will or trust. A bequest can be made for a specific amount, a percentage of your estate or a residue of your estate. Please specify “Sisters Graduate Resource Organization, P.O. Box 1546, Sisters, OR 97759" in your estate planning documents. We will be pleased to provide your legal or financial counsel with additional information upon request.
Real Estate
Gifts of real estate, whether a home, land, or a percentage of the proceeds from a home sale, can be a meaningful way to support Sisters High School students while potentially avoiding the capital gains tax you would owe if you sold the property yourself. Real estate gifts can be given outright or through your estate plan, and each property is reviewed individually to determine the best way for us to accept it. Please contact us directly to discuss your specific situation before finalizing a real estate gift.
Donor Advised Funds (DAFs)
If you have a donor advised fund, you can recommend a grant to Sisters Graduate Resource Organization through your fund administrator at any time. Our EIN is 38-3775863.
Retirement Plans & Individual Retirement Accounts (IRAs)
Retirement plans tend to be heavily taxed, so it can benefit your charitable intentions, your community, and your heirs by naming "Sisters Graduate Resource Organization, P.O. Box 1546, Sisters, OR 97759" as a beneficiary on your plan. This transfer of assets to a tax-exempt organization can leave more of your assets not subject to income tax for your loved ones. If you are required to take a required minimum distribution (RMD) from your IRA, you may be able to direct that distribution directly to Sisters GRO as a qualified charitable distribution (QCD). This can help satisfy your RMD while potentially reducing your taxable income.
Insurance Policies
Naming “Sisters Graduate Resource Organization, P.O. Box 1546, Sisters, OR 97759” as the beneficiary of your life insurance policy would allow you to contribute a much larger gift than you would have been able to make in your lifetime. You can designate Sisters GRO as the absolute beneficiary or deduct a value of the policy as a charitable gift.
Securities
We accept gifts of publicly-traded securities which by donating will allow you to avoid the capital gains tax of selling them. You may deliver the securities to your broker requesting them to contact our office for further instructions, or you may contact us directly.
For more information on how we can help you build your legacy, get in touch with us.
Please note: Sisters GRO does not provide legal, tax, or financial advice. Please consult your own advisor about what giving option fits your situation.