Consider Planned Giving

Planned gifts can provide tax benefits to you and provide vital support to sustain the work of Friends – Klamath Basin.

Retirement Fund Rollovers - Donating the annual minimum distribution required by your employer-sponsored retirement plan to a qualified 501c3 organization is considered a qualified charitable distribution and will not be taxed up to $100,000.

Bequests – Designating a dollar amount, asset, or percentage of your estate, or making a beneficiary designation of certain assets is an easy way to continue your legacy of philanthropy beyond your life and to lessen the burden of taxes on your family.

Talk to your financial advisor or estate attorney about all the options available to you.