Estate gifts—including wills, trusts, retirement plans, and insurance policies—are ideal ways to ensure that MRG has the resources we need to create the organizing movement of the future. Estate gifts allow MRG to continue to fund racial, gender, disability, economic, and environmental justice for as long as it takes. It’s a way to make your mark, to ensure the legacy you leave is a legacy of justice—and joy.
“I took over grant-writing for Lakota Oyate Ki in 1999 and wrote my first grant ever to MRG. Those investments were not just dollars—they were the embodiment of hope. They reminded us that people cared about us, loved us, and saw us as a part of a wider community.”
— Manuel Mose, former grantee
JUST & JOYFUL LEGACY CIRCLE
MRG Foundation envisions a just and joyful Oregon where people, cultures, and ecosystems thrive. We seek to create a world where we…
- Live in harmony with one another and the natural world we all share, and we commit to the peaceful resolution of conflicts.
- All have the freedom, support, and resources to pursue our dreams and live out our full potential as communities and as individuals.
- Cherish and gain strength from the richness of our diverse experiences and the depth of our common humanity. We nurture our interdependence and actively care for one another.
We believe that everyone plays a role in creating and sustaining this world. By building community, living our values, and working together towards this vision, we participate in the creation of justice and inspire hope for the future.
Our Just & Joyful Legacy Circle honors this vision and commitment, and the legacy of those whose vision and commitment on the banks of the McKenzie River in 1976 birthed the MRG Foundation of today and tomorrow. Help us honor them with your planned gift that joins in their legacy.
But…I don’t do financial or estate planning.
Many of us do financial or estate planning — we just don’t realize it! When you fill out life insurance or retirement account (such as an IRA or 401(k)) forms, you are required to choose a beneficiary and a contingent beneficiary. Naming MRG as one of your beneficiaries can be one of the best and easiest ways to include MRG in your plans. For instance, tax-deferred retirement plans may be heavily taxed if left to anyone other than a legally recognized spouse. By naming MRG as a beneficiary, substantial estate and income taxes can be avoided.
But…I don’t have enough money to make a difference.
Sometimes planning for what will happen after our death can seem unreal, with little connection to today. Even though you may not feel like you have enough money, your estate will likely have enough money to make a meaningful gift that will have a significant impact to MRG. No matter how much you leave, you want to be sure it goes to the people and causes you care about. Otherwise, the government, or other people not chosen by you, could inherit your estate.
But…I have family to take care of.
We absolutely must make sure our family are provided for once we’re gone. The good news is it is possible to take care of our family and our world, too. Including MRG in your plans does not mean your family will be forgotten or given short shrift. There are many ways to include both your family and the social justice movement you care about in your estate plans. Because you love and care about your family, it’s important that their inheritance includes a better world and brighter future.
Besides knowing your bequest will help to shape the future for racial, gender, disability, economic, and environmental justice across Oregon, when you become a member of the Just & Joyful Legacy Circle, you will receive the following benefits:
- Recognition in Annual Report
- Recognition at Justice Within Reach annual event
- Semi-annual MRG newsletters and regular updates through email
- Invitations to MRG workshops and events across the state
SAMPLE BEQUEST LANGUAGE
Below are examples of language you can use for different types of bequests to be included in your will or trust. Be sure to consult an attorney in preparing legal documents and include both our full legal name of McKenzie River Gathering Foundation and our tax identification number 93-0691187.
Percentage of your estate
“I give ____% of my estate to the McKenzie River Gathering Foundation, located in Portland, Oregon, tax identification number 93-0691187, for its general charitable uses and purposes.”
Fixed amount of money
“I give $____ to the McKenzie River Gathering Foundation, located in Portland, Oregon, tax identification number 93-0691187, for its general charitable uses and purposes.”
Real estate or other property
“I give [description of the property, including exact location] to the McKenzie River Gathering Foundation, located in Portland, Oregon, tax identification number 93-0691187, for its general charitable uses and purposes.”
“I give the residue of my estate to the McKenzie River Gathering Foundation, located in Portland, Oregon, tax identification number 93-0691187, for its general charitable uses and purposes.”
JOIN THE JUST & JOYFUL LEGACY CIRCLE
Joining is easy – just let MRG know about your estate plans by completing the form below, or downloading our PDF form that you can return to us via email to email@example.com or postal mail to PO Box 12489, Portland, OR 97212.
Questions? Contact Dena Zaldúa at firstname.lastname@example.org or 503-289-1517.