Help Build Central Oregon
Thank you for investing in RootedHomes and in the people who keep our community running. Your support helps expand access to permanently affordable homeownership for our local workforce, and we are deeply grateful.
Your donation helps create real, measurable change in the lives of those we serve.
Leave a Legacy
Thank you for considering leaving a legacy through RootedHomes. With your support, we can ensure Central Oregonians have access to affordable and sustainable housing for generations to come. We encourage you to work with your estate planner or contact us for support.
Gifts of Cash:
RootedHomes accepts unrestricted, restricted, and anonymous cash donations in the form of EFT payments, credit card, and checks payable to RootedHomes.
Gifts of Property:
Leave your home or a parcel of land to RootedHomes by including a bequest form in your will. Use the sample bequest form.
Gifts of Stock:
RootedHomes accepts gifts of stock. To facilitate electronic transfer, receipt, and proper acknowledgment of your gift, please have your broker contact us.
Types of Planned Giving
Living Trust
Create a trust that will give your assets to RootedHomes after your lifetime.
This trust avoids probate after your lifetime.
Bequest
In your will, leave your property, financial assets, or a share of your residual estate to RootedHomes.
A bequest can either be outright or contingent upon death of a family member. Heirs are not subject to estate taxes.
Life Insurances
Name RootedHomes as the primary or contingent beneficiary or transfer a policy to RootedHomes.
You can contribute either a new policy or one you already have.
Charitable Remainder Trust
Funds with cash, stocks, or other appreciated assets like real property
You or a designee are paid a fixed percentage of the market value of trust assets for life or a fixed amount of time. Assets are not subject to capital gains tax and you will receive an income tax deduction.
Qualified Retirement Plans, IRA
Name RootedHomes as the primary of contingent beneficiary of all or part of your qualified plan or IRA.
The gift is not subject to IRA taxation (income and estate taxes) on distributions after your lifetime.
Charitable Gift Annuity
Funds with cash or other assets with a minimum gift of $10,000.
You receive fixed payments for life without investment worries and an income tax deduction.
Transfer on Death Deed
Leave your property to RootedHomes by signing and recording the deed today. It does not take effect until after your lifetime.
This deed avoids probate and has favorable tax implications for the beneficiary.
To give using one of the methods mentioned above, click the button below.
Our Positive Impact
"It’s affected my life in a very positive, healthy way. The financial freedom has been such a blessing and a weight off my shoulders." - Homeowner
At RootedHomes, we believe owning a home shouldn’t be a privilege for only a few people. It should be something everyone can build their lives on. By making new opportunities for people who have been left out of the market, we’re not just building houses. We’re helping neighbors find financial freedom and peace of mind.