About ACCESS
ACCESS is the Community Action Agency of Jackson County. Through partnership with a caring community we provide immediate and long-term solutions that lead people in need toward self-sufficiency. ACCESS uses local contributions to supplement our Nutrition, Housing and Senior Programs. Other programs are mainly funded through grants and contracts.
ACCESS has been helping Jackson County residents achieve economic stability since 1976. With a focus on education, we help low-income families, Veterans and seniors through economic crisis by guiding them through changes in the habits that help them become self-sustaining. ACCESS currently serves Jackson County residents through 15 programs. Our vision is to create a sustainable environment of self-sufficiency, self-respect and service to others.
Supporting ACCESS through your Estate
Legacy or Planned gifts through your estate create opportunities for ACCESS to help people and operate our many programs for years to come – making a real investment in the future.
Leave a Legacy: If you would like to play an integral part in our mission of “Helping People Help Themselves” and give a meaningful charitable gift through your estate, please review the following ways to make a difference.
Make a Bequest Gift
A bequest through your Will or Trust is one of the simplest, most widely used and flexible ways to make a planned gift. You pay nothing now, but make a real difference in the lives of others. If you have already made provisions for ACCESS in your estate plans, download our Estate confirmation form .
Types of Bequests:
- General-Fixed Dollar Bequest: An agreed upon dollar amount is stated in Will.
- Specific: A specific property or security including real estate, stocks, or bonds.
- Residual: All or portion of the estate’s property after specific bequests, debts, expenses, and taxes have been paid.
- Contingent: ACCESS serves as an alternate beneficiary in case the primary beneficiary dies or disclaims the bequest.
If you would like information on leaving ACCESS in your will, please call Kellie Battaglia at 541-690-3974.
Important information for your Attorney/Advisor:
Legal Name: ACCESS
Tax ID# 93-0665396 – an Oregon non-profit corporation
Physical Address: 3630 Aviation Way Medford OR 97504
Mailing Address: PO Box 4666 Medford OR 97501
The purpose of this information is for general knowledge and is not meant to be legal adivce. Tax deductions vary based on applicable federal laws. It is recommended that you consult your attorney when preparing your bequest/will.
Life Insurance
You can designate ACCESS as a beneficiary of your Life Insurance Policy. Contact your advisor to make arrangements.
Retirement Plans / IRA Gifts:
Whether you have an Individual Retirement Account (IRA) or a company retirement plan (or a combination) you can choose a charity like ACCESS as the final beneficiary of any remaining funds which you or your loved ones do not use.Or, you can designate all (or a percentage) of your retirement fund account to benefit one or more charities—without losing any income during your lifetime.
Benefits:
- The donor retains all income rights and benefits of the fund assets for their lifetime—nothing is transferred prior to donor’s death. The property passes on to your designated beneficiaries upon death.
- Gifts bypass income tax that would otherwise be assessed to heirs at death.
- Possible estate tax savings
Contact your fund administrator for a change of beneficiary form.
Have Questions or want to discuss other ways you can give? Give us a call!
We would welcome the opportunity to meet with you and your advisors and decide on the gift type best for you, your family and ACCESS.
Contact: Kellie Battaglia, Development Director at (541) 690-3974 or E-Mail
Endowment Fund
ACCESS has an Endowment Fund which is professionally managed by the Oregon Community Foundation. The endowment fund provides a steady income to help offset our general operating costs, fund new and innovative programs and help provide for a healthy financial future. Your charitable gift to the endowment fund is invested by ACCESS. The principal remains intact, while the earnings/interest can be used to support our programs. You can direct your endowment fund gift to a specific program or make it unrestricted. You can also name your endowment gift ($5,000 or more) in honor/memory of a loved one or special person.
Memory or Honor Gifts
Your donation of a gift in Memory or in Honor of a friend or loved one is a special way to acknowledge them, while helping others and supporting ACCESS. We will send an acknowledgement to the person or designated person/family member to notify them of your thoughtful gift. No amounts are mentioned. When making your gift, please mention the name of the person you are honoring/remembering and the name and address of the person to receive the acknowledgement.
Gifts can signify or honor a person for a special day like a birthday, anniversary, graduation, wedding or holiday. To make Tribute gifts online click here or call 541-774-4323
Money or Credit Card donations can be made in person, mailed to the address below or by phone.
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Mail a check or money order:
ACCESS PO Box 4666, Medford, OR 97501Bring in donations:
3630 Aviation Way, Medford, OR 97504
Make a credit card donation by phone:
(541) 774-4323
Discover Card: Please call 541-774-4312 |
ACCESS is a 501 c3 nonprofit organization (IRS Tax ID# 93-0665396) All donations to ACCESS are tax-deductible per the IRS code. No goods or services are provided in exchange for your donation.
