°Ä³¬Ö±²¥

Discretionary funds support our charitable mission and address °Ä³¬Ö±²¥-identified impact areas. Discretionary grants from °Ä³¬Ö±²¥ totaled $25 million in 2018, nearly one quarter of all grants and scholarships. 

Benefits of Directing your Charitable Gift toward °Ä³¬Ö±²¥ Discretionary Funds

MAXIMIZE YOUR IMPACT

You can rest assured that your gift will be directed toward important causes in Oregon focused around °Ä³¬Ö±²¥ initiative areas including Arts and Culture, Economic and Community Vitality, Community Engagement, Education, Health and Well Being, Homelessness and Housing and Land and Nature. Nearly one third of all °Ä³¬Ö±²¥ discretionary grants fund education initiatives. 

INVESTMENT EXPERTISE

Your contributions to your °Ä³¬Ö±²¥ fund are stewarded by our expert investment committee and professional managers to ensure the longevity and growth of your fund. °Ä³¬Ö±²¥ selects investment managers with proven records of performance in domestic and international markets, equity management, fixed-income management and/or mixed-asset management. Managers with responsibility for equity management have demonstrated skill managing assets within, but not necessarily including all of, the following styles: core (including index funds), growth, value, small capitalization and non-U.S. equities. Learn about the °Ä³¬Ö±²¥ investment program.

Here's How it Works

• You establish and name your fund with a fund agreement with the assistance of °Ä³¬Ö±²¥ staff. Most donors create discretionary funds as a legacy gift through their estate planning. 
• You make a gift of cash, stock or other assets to °Ä³¬Ö±²¥ to start your fund.
• You may be eligible to receive an immediate tax deduction for your charitable contribution.
• Your gift is expertly invested.
• You may add to your fund at any time, including through your estate.
• The °Ä³¬Ö±²¥ board determines where to allocate discretionary funds to make the greatest impact. 
• Your philanthropy is continually supported by °Ä³¬Ö±²¥ staff with strong statewide knowledge and the ability to connect you to nonprofits and other donors who care about the same issues as you.