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Click to download the Albany Public Schools Foundation Legacy Planning information brochure.

Estate Planning Information

  – Leave a legacy of education

With a planned gift you can contribute to the sustainability fund, setup a donor designated fund, or setup an endowment.  For more info click on the brochure on the left or contact Aimee Addison at 541-979-2773.
Estate gift pledge form – click here

Smart Planning Leads to Smart Giving

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A bequest can be made through your will or living trust and can result in tax savings to your estate. In your will, you may designate a specific gift, a percentage of your estate or the remainder after specific distributions are made. Your attorney can advise you on the many ways to leave the Albany Public Schools Foundation a gift while saving your estate taxes of providing for a survivor or both.

Planned gifts include bequests, trusts, and other gifts. Planned gifts can be funded with many different types of assets, including securities, real estate, CDs, and retirement assets. One of the most common planned gifts is a bequest from a donor’s will or estate.
View our sample bequest language

Whether you use a will or living trust, use the following information for a simple bequest to the Schools Foundation:
Charitable organization name: Albany Public Schools Foundation
Tax ID#: 93-0881300  (APSF is a qualified 501c(3) non-profit organization)
Organization’s Address: PO Box 1772, Albany, OR 97321
Describe the gift as well as your wishes to direct the gift’s use.

Please contact us if you would like to discuss other types of gifts that may be made with a bequest.

Leave a lasting legacy
Remember us in your will or estate plan.

Click here for more info on how you can leave a legacy for Albany Public School kids.

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Make a matching gift to the Oregon Cultural Trust.  Then claim your entire contribution to the Trust as a tax credit, reducing your Oregon tax bill.  Oregon Cultural Trust website