TAX AND LEGAL INFORMATION
The Foundation and our Oregon Community Foundation partner welcome the opportunity to work with you and your advisors to identify tax-wise ways to support the Lake Oswego School District Foundation. Please contact Foundation Director, Mary Puskas directly at (5030 534-2106 or puskasm@loswego.k12.or.us for information or confidential help.
Legal Name:
All charitable gifts should be directed to “LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC.” Please also indicate whether the gift is for the Foundation’s Annual Campaign or the endowment program.

Tax ID Number
The Foundation’s Tax ID number 94-3028590.

Authorization for Charitable Gift of Securities— Get Form
Following are some sample provisions that donors may wish to use for making pledges or codicils in their will to benefit the Lake Oswego School District Foundation. They are only examples, and donors are encouraged to consult with their own tax and other advisors.
Pledge Notifications:
Single Pledge

I, ____________________, hereby pledge to give to LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC., an Oregon nonprofit corporation, cash or other assets acceptable to the Foundation with a total value of $__________. My pledge will be paid in full on or before ______________. I acknowledge that the Association intends to rely on this pledge, and I intend that this pledge be binding on me during my lifetime and on my estate after my death. Any and all gifts to the Foundation pursuant to this pledge shall be added to its endowment fund and administered as a part thereof.


Joint Pledge

We, ____________________ and ____________________, hereby jointly and severally pledge to give to LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC., an Oregon nonprofit corporation, cash or other assets acceptable to the Foundation with a total value of $__________. Our pledge will be paid in full on or before ______________. We acknowledge that the Foundation intends to rely on this pledge, and we intend that this pledge be binding on us during our lifetimes and on our estates after our deaths. Any and all gifts to the Foundation pursuant to this pledge shall be added to its endowment fund and administered as a part thereof. DATED the ____ day of _______________, 20__.


Single Pledge, Testamentary Option

I, ____________________, hereby pledge to give to LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC., an Oregon nonprofit corporation, cash or other assets acceptable to the Foundation with a total value of $__________, either during my lifetime or at my death. I acknowledge that the Foundation intends to rely on this pledge, and I intend that this pledge be binding on me during my lifetime and on my estate after my death. Any and all gifts to the Foundation pursuant to this pledge shall be added to its endowment fund and administered as a part thereof. DATED the ____ day of _______________, 20__.


Joint Pledge, Testamentary Option

We, ____________________ and ____________________, hereby jointly and severally pledge to give to LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC., an Oregon nonprofit corporation, cash or other assets acceptable to the Foundation with a total value of $__________, either during our lifetimes or at or before the death of the survivor of us. We acknowledge that the Foundation intends to rely on this pledge, and we intend that this pledge be binding on us during our lifetimes and on our estates after our deaths. Any and all gifts to the Foundation pursuant to this pledge shall be added to its endowment fund and administered as a part thereof. DATED the ____ day of _______________, 20__.


Single Pledge – Nonbinding Option

I, ____________________, hereby confirm that I intend to give to LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC., an Oregon nonprofit corporation, cash or other assets acceptable to the Foundation with a total value of $__________, either during my lifetime or at my death. Although I intend to make this gift, this is not a binding pledge and may not be enforced against me or my estate. I intend to make this gift from my individual assets, from any public or private foundation with which I am associated, from any charitable remainder trust created by me, or from any donor advised fund of which I am an advisor. I also intend to direct the Association to add this gift to its endowment fund. DATED the ____ day of _______________, 20__.


Second Death Codicil

My [husband/wife] and I have made an endowment pledge to LAKE OSWEGO SCHOOL DISTRICT FOUNDATION, INC., in the amount of $________, payable during our lifetimes or at or before the death of the survivor of us. Notwithstanding anything in my will to the contrary, if my [husband/wife] does not survive me, I give to Lake Oswego School District Foundation, an Oregon nonprofit corporation, the sum of $________, free of estate or inheritance taxes, reduced, however, by (1) any amounts paid on our pledge by my [husband/wife] or me during our lifetimes and (2) any amounts payable to the Foundation at my death under any retirement plan or account, annuity contract, or life insurance policy. This gift shall be added to the Foundation’s endowment fund and administered as a part thereof.

 
Benefits & Planned Giving Options
There are many ways to structure your gift giving to the Stafford Society endowment program. Here are quick links to more information:
Stafford Society Options
Bequests
Life Income Gifts
Charitable Lead Trust
Retained Life Estate

Leadership Giving Opportunities:
Naming Opportunities
Matching Challenge Gifts
Endowed Teaching Position

Donor Stories
Tax and Legal Information
Authorization for Charitable Gift of Securities Form