Leave a Gift in Your Will
A legacy gift helps protect livability and sustainability in the Rogue Valley for future generations.
Securing the Valley's Future
Legacy giving—also known as planned giving—is a way to support Rogue Advocates through your estate plan. It allows you to make a significant impact on our region’s future without affecting your current income or financial security.
By including a gift in your will, you ensure that the same commitment you have to local farms, forests, and vibrant city centers continues long after your lifetime. It is a powerful way to leave a lasting mark on the place we all call home.
Common Ways to Give
Bequest in a Will
Designate a specific dollar amount or asset to be transferred to Rogue Advocates upon your passing.
Beneficiary Designation
Name Rogue Advocates as a beneficiary of your retirement account, life insurance policy, or bank account.
Percentage Gift
Allocate a specific percentage of your estate, allowing the gift to scale with your assets over time.
Residual Gift
Gift the remaining balance of your estate after all other specific bequests and expenses have been settled.
A Lasting Investment
Legacy gifts provide the stable foundation needed for multi-decade regional monitoring and advocacy.
Sustained Monitoring
Ensure we have the resources to track city and county proposals across the region for decades to come.
Community Education
Fund the creation of accessible guides that empower future generations to participate in land use decisions.
Resource Protection
Provide the long-term legal and research capacity needed to defend our region's farmland, forests, and water.
Vibrant Urban Centers
Support ongoing advocacy for smart growth, housing affordability, and walkable communities inside our city limits.
Stable Advocacy
Maintain a consistent, nonpartisan presence at public hearings even during economic shifts or political changes.
Options to Match Your Situation
Choose the path that best aligns with your financial goals and long-term intent.
Start Simple
- Include Rogue Advocates as a beneficiary
- Requires no update to your primary will
- Fast and flexible to set up
Flexible Contribution
- Designate a percentage or residual gift
- Ensures your loved ones are prioritized first
- Adjusts automatically with your estate value
Deeper Partnership
- Discuss specific intent for your gift
- Collaborate on recognition preferences
- Ensure your values are protected long-term
Ready to Discuss?
Sharing this language with your attorney or estate planner is often the first practical step.
Suggested Bequest Language
“I give, devise, and bequeath to Rogue Advocates, a nonprofit organization located in Ashland, OR (EIN: 20-5732954), [specific amount/percentage/residue] to be used for its general charitable purposes.”
Please to confirm the correct legal designation for your specific gift type.
Questions for Your Advisor
- 1
How does a charitable bequest affect my overall estate tax liability?
- 2
Is it better to name a nonprofit as a beneficiary of my IRA or life insurance?
- 3
Can I include a 'residuary clause' to ensure any remaining assets support the mission?
- 4
What documentation do I need to ensure my gift is legally binding?
- 5
How can I ensure my family{"'"}s needs are met while still leaving a legacy gift?
Talk with us
We welcome confidential conversations about your long-term goals and how you can support a sustainable Rogue Valley. There is no obligation, and we respect your privacy at every step.
“Donations may be tax-deductible; consult your tax professional.”
Legacy Giving FAQ
A gift in your will is a lasting investment
in a livable Rogue Valley.
Thank you for considering Rogue Advocates in your long-term planning. (EIN: 20-5732954)