Bequests to Crag Law Center

Donate from your your Will or Revocable Living Trust

By including Crag as a beneficiary in your will or living trust, you can leave a lasting legacy of legal aid for the environment for generations to come (and possibly receive tax benefits now).

A bequest:

  • is easy to arrange.
  • will not alter your current lifestyle in any way.
  • can be easily modified to address your changing needs.

How Bequests Work

There are different ways that bequests operate:

  • You need to leave instructions to make a bequest, typically in a will. Other documents, such as beneficiary designations and revocable living trusts, may also be part of how your estate plan is managed after your death. You can detail different types of bequests in your Will and update it throughout your life as your family, priorities and wishes evolve.
  • For property to be passed on after you pass away and your bequests have been made, your will must first be “probated” or legally validated. Many states have improved the probate process, making it less expensive and faster.

It’s easy to include a bequest to Crag Law Center in your will. You can make your bequest unrestricted or direct it to a specific purpose. You may also indicate a specific amount or percentage of the balance remaining in your estate. Use Crag’s complimentary Will Builder to create your will today:

Create your Will

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

    • I give and devise to Crag Law Center, located in Portland, Oregon, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

Specific Gift Language

Naming Crag Law Center as a beneficiary of a specific amount from your estate is easy:

    • I give and devise to Crag Law Center, located in  Portland, Oregon, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).

Contingent Gift Language

Crag Law Center or its affiliates can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

    • If (insert name) is not living at the time of my demise, I give and devise to Crag Law Center, located in  Portland, Oregon, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).

Retirement Plan Beneficiary Language

You may name Crag Law Center as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Crag Law Center as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Crag Law Center as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death the plan passes to support Crag Law Center free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify Crag Law Center. We can also assist you with the proper language for your beneficiary designation to Crag Law Center.

Once you’ve chosen the most appropriate type of bequest for your legacy gift, please supply your attorney or other adviser with the following information:

    • Legal Name: Crag Law Center
    • Address: 3141 E. Burnside St. Portland, OR 97214
    • Tax ID Number: 93-1323758

    Thanking you for your gift

    Although a bequest is a very personal affair, we would like the opportunity to thank you personally. Please let us know of your intention to include Crag in your will or trust  by filling out our gift intention tool or contacting us directly.

    Gift Intention Form

    For more details on leaving a legacy to Crag, please contact Suzanne Savell, Development Director.

    Email: suzanne@crag.org

    Phone number: (503) 902 1781

    Return to Planned Giving