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The Four Way Community Foundation considers every contribution, donation or bequest to be vital to the continued growth and success of the Foundation. The strength of the Four Way Foundation comes from the support of many individuals who believe in the value of a local Foundation supporting the work of local non-profits. Each gift, no matter its size, is a commitment to the future and betterment of our local communities. A gift to Four Way is a way of saying “thank you” for the many benefits received by living in our communities.

Ways to Contribute

There are multiple ways to become part of the “Four Way Family”. Examples include:

Early Head Start gardening at Rusk Ranch

Early Head Start gardening at Rusk Ranch

  • Gifts of Cash/Donations: An annual donation(s) may be made at any time of the year by mailing a check to the Foundation, PO Box 652, Grants Pass, OR 97528. The donation is fully tax deductible up to 50 percent of your adjusted gross income with a five-year carryover for any excess. A donation (s) can also be made by utilizing the Pay Pal feature. All donations go into the general fund to support the annual grant and scholarship process. Donations can be accepted by any Board member or the Executive Director.
  • Gifts of Securities and Real Estate: Long-term appreciated securities and real estate can be an excellent way to support Four Way. Gifts of appreciated securities or real estate often allow you to make a substantial contribution while receiving valuable income tax advantages. Generally, a donor may deduct the fair market value of the gift up to 30 percent of their adjusted gross income with a five-year carryover for any excess. Most important, the capital gain from the donated asset passes tax-free to the Foundation. Contact the Foundation for more information.

Planned Giving

Technology at Josephine County Library

Technology at Josephine Community Library

  • Simple Bequests: This is made through a donor’s will or living trust and are easy to establish and revocable. Assets that are willed to the Foundation reduce a taxable estate by the amount bequested. Donors can state their bequest as a set amount of cash, securities or other assets or as the “residue” or a “percentage of the residue” of the estate. While donors are encouraged to leave their charitable bequests by Will as unrestricted and thus can be used by the Foundation to support the annual grant process, the Foundation will work with donors if they have a specific intent for the bequest. Contact the Foundation for more information.
  • Trusts: These are usually set at a minimum of $100,000. The Foundation may serve as the trustee for the charitable remainder trust provided the trust instrument gives the Foundation the authority to delegate the management of the trust. Contact the Foundation for more information.
  • Life Insurance/IRA Beneficiaries: In larger estates, retirement fund assets distributed to family members may be subject to double taxation, first through the donor’s estate tax, and then through the beneficiaries’ income tax. IRA accounts listing Four Way as the beneficiary are free of estate and income taxes. Not only can Four Way be named as the beneficiary of a life insurance policy, but a donor can also transfer the policy irrevocably to the Foundation and claim an income tax deduction for the policy’s cost basis or cash surrender value (whichever is less). Any subsequent premium payments will be tax-deductible. Contact the Foundation for more information.

Types of Funds:

The Four Way Foundation has four basic types of funds: Restricted, Unrestricted, Managed and Advised.

Humane Society exam table

Humane Society exam table

  • Restricted Funds: For this fund, the donor has specifically designated either a use or a recipient (s).
  • Unrestricted Funds: For this fund, the donor allows the Board to use the fund in the overall grant process for the benefit of the communities.
  • Advised Funds: This fund allows an individual or group which would not otherwise have tax-exempt status to make gifts to benefit the community. Funds are placed with the Foundation and the donor advises the Board as to disbursement. The Board’s decision is preeminent but the donor’s advice is heeded.
  • Managed Funds: These funds belong to another organization but are managed by the Foundation in order to gain the advantage of the Foundation’s professional investment services.