The Berry Botanic Garden | Planned Giving

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Planned Giving at The Berry Botanic Garden

WELCOME!

The Berry Botanic Garden sincerely appreciates forward-thinking donors who make charitable gifts to the Garden through their will or estate-plans or simply as a means to wisely transfer appreciated assets. These planned or deferred gifts often include cash, stock, insurance or real estate and they play a significant part in preserving both the Garden’s beauty and its ongoing programs. These gifts also may provide additional income at retirement and multiple tax advantages..

Please take a moment to fill out the Legacy Information Request form for a confidential look at your options.

Contact:

Joan C. Gardner

Planned Giving and Development

503-636-4112 ext. 106

Louise Godfrey, Volunteer with 25 years of Service

Types of Planned Gifts

Bequests

Everyone should have a will—not only to protect and provide for one’s heirs, but also to support certain charitable interests during one's lifetime. Regarding the latter, donors can leave a specific amount or a specific asset (such as real estate); leave a residuary amount after all heirs receive a specific gift; create a trust by will that pays income to specific heirs and then passes to charitable interests. Donors who have supported BBG through the Annual Fund can perpetuate their annual gift through a bequest.

Pooled Income Fund

A donor's gift is invested in a "pool" of gifts with other donors and the donor or designee receives quarterly income checks. Capital gains on appreciated stocks are avoided and so is a portion of the donor's current income tax. Eventually, after the death of beneficiary, the gift is added to The Berry Botanic Garden's endowment.

Charitable Gift Annuities

Donors may transfer cash or securities in exchange for fixed dollar payments during their lifetime. Gift annuity contracts can be funded with a minimum gift of $10,000 from anyone who is age 50 and older.

Charitable Trusts

Specially tailored by the donor, the trust usually is arranged for in consultation with a lawyer as well as with the BBG's Planned Giving Program Director. This planned gift can create current income for the donor or a spouse, parent, child, or other beneficiary, or income for a child’s education or retirement can be deferred and accumulated within the trust. Income can be paid at a level rate (an annuity) or be a percentage of actual earnings (a variable unitrust). Tax credits are available at the time the trust is created.
IRAs, other pension plans and real estate all can be used to fund a trust, often in a way that enables the donor or the donor’s beneficiaries to avoid sizeable tax liabilities.

Outright Gifts of Cash

An outright gift of cash immediately benefits The Berry Botanic Garden, by subsidizing operating costs or funding specific innovative programs.

The Berry Botanic Garden 11505 SW Summerville Avenue Portland, Oregon 97219 503.636.4112

bbg@berrybot.org