Leave a Legacy with the Eugene Waldorf School

Estate gifts—including wills, trusts, retirement plans, and insurance policies—are powerful ways to carry forward your values and to help children thrive.

By including the Waldorf Education Association of Willamette Valley in your estate plans, you help ensure that children for generations to come will experience the wonder, joy, and depth of a Waldorf education. Your gift nurtures the hearts, minds, and spirits of future students, giving them the opportunity to grow into compassionate, creative, and capable individuals. Free human beings who make a difference in this world.

Ways to Include the Eugene Waldorf School in Your Estate Plans

Below are examples of ways you can leave your legacy for the Eugene Waldorf School, as well as some sample language you may share with your attorney when preparing your will or trust. (Be sure to consult with a qualified professional when preparing legal documents and always include our full legal name, Waldorf Education Association of Willamette Valley, and our tax identification number, 93-0763150.)

Percentage of your estate

“I give _______% of my estate to Waldorf Education Association of Willamette Valley, located in Eugene, Oregon, tax identification number 93-0763150, for its general uses and purposes.”

Fixed amount of money

“I give $_______ to Waldorf Education Association of Willamette Valley, located in Eugene, Oregon, tax identification number 93-0763150, for its general uses and purposes.”

Real estate or other property

“I give [description of the property, including exact location] to Waldorf Education Association of Willamette Valley, located in Eugene, Oregon, tax identification number 93-0763150, for its general uses and purposes.”

Residual bequest

“I give the residue of my estate to Waldorf Education Association of Willamette Valley, located in Eugene, Oregon, tax identification number 93-0763150, for its general uses and purposes.”

Contingent beneficiary

“If (insert name) is not living at the time of my demise, I give to Waldorf Education Association of Willamette Valley, located in Eugene, Oregon, the sum of $_______ (or all or a percentage of the residue of my estate) for its general uses and purposes.”

Qualified Charitable Distributions from IRAs

To make a QCD from your IRA, which may offer significant tax benefits, instruct your IRA trustee or custodian to “make a transfer in the amount of $_______ from the IRA directly to Waldorf Education Association of Willamette Valley, located in Eugene, Oregon, tax ID number 93-0763150.” Many trustees and custodians already have forms and procedures in place to make this transfer. Please note: a QCD will not qualify for the unique tax savings if the check from the IRA is made out to you personally. It must be made out to and transferred directly to Waldorf Education Association of Willamette Valley.