Beneficiary Designations

Make a Gift in 3 Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Commercial annuities

It only takes three simple steps to make this type of gift. Here's how to name the Oregon Shakespeare Festival as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

See How It Works

Your Next Steps

Legal Name: Oregon Shakespeare Festival
Address: 15 South Pioneer Street, Ashland, OR 97520
Federal Tax ID Number: 93-0407022

Contact Me Today
  1. Contact Planned Giving Team at 541-482-2111, Ext. 3880 or development@osfashland.org for additional information on beneficiary designations and how they can help support OSF with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name OSF in your plans, please use our legal name and federal tax ID.

Legal Name: Oregon Shakespeare Festival
Address: 15 South Pioneer Street, Ashland, OR 97520
Federal Tax ID Number: 93-0407022

An Example of How It Works

Performers Robert and Carol appreciate the financial help they've been able to give their children and OSF over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left OSF a $75,000 IRA to be transferred following their lifetime. Because OSF is tax-exempt, all $75,000 will help support the theatre.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24% marginal income tax bracket.