LEGACY GIVING

“What we do for ourselves dies with us. What we do for others and the world remains and is immortal.”
-Albert Pine

Invest in the Future of Public Education

Your legacy gift can spark passions, inspire students, and support our teachers. If you believe in the power of public education, please consider including Ashland Schools Foundation in your estate planning. 

Legacy giving, sometimes called “planned giving,” is a donation made by an individual through a will, trust or other formal designation. Legacy gifts are typically prepared when you create an estate plan or designate beneficiaries with a financial planner or attorney. Such gifts are meant to reflect the values and desires of you, the donor.

A legacy gift is a lasting investment in Ashland Schools Foundation, advancing our mission and ensuring our ongoing ability to support and enhance the futures of Ashland’s students.

Legacy Giving Opportunities with ASF

1. Leave a Specific Gift in your Will or Trust:

Legal Name: Ashland Schools Foundation
Address: 100 Walker Avenue, Ashland, Oregon 97520
Federal Tax ID#: 93-1011227

Sample Language:
I give and bequeath to Ashland Schools Foundation, with its offices currently located at 100 Walker Avenue, Ashland, Oregon 97520, [the sum of _____ Dollars ($___)] / [ _____ % of the residue and remainder of my estate] to be used for its charitable purposes.

2. Name ASF as a Beneficiary:

Naming ASF as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support the work of ASF without changing your will or living trust. Beneficiary designations pass directly to ASF without going through the probate process or ordinary taxation, which makes beneficiary designations among the most popular assets to leave any charity. The simplest designation is to name ASF as a beneficiary of all or a specified percentage of your IRA, 401(k)m 403(b), or other retirement plan.

To name ASF as a beneficiary, ask your plan administrator or financial institution for a change of beneficiary form and list ASF as follows:

Legal Name: Ashland Schools Foundation
Address: 100 Walker Avenue, Ashland, Oregon 97520
Federal Tax ID#: 93-1011227

If you have any questions, please reach our to our Executive Director, Erica Thompson, at (541) 482-8197.