Your Clients Can Donate in 3 Easy Steps

Contributing is convenient and easy. Your clients can make donations by check, online with credit or debit card, and with stocks or mutual funds.

Step One: Check Availability

If the balance available for IDA tax credits is $500,000 or less, please contact Kathy Turner by email or phone at (503) 548-4475 to confirm your ability to make a contribution.

The available balance for contributions to qualify for an Oregon IDA 75% Tax Credit is $9,595,597.62 as of May 31, 2013.

If the Oregon IDA Initiative has reached its annual limit of $10 million dollars by the time we receive your contribution, we will contact you. Your contribution can either be returned to you or applied towards next year.

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Step Two: Contribute

Clients can contribute up to $100,000 per tax return per year. Contributions can be made by one of the following methods that is most convenient for your client.

Contribute by check:

Have your client complete a check donor form and mail with payment to:

Oregon IDA Initiative
Oregon IDA 75% Tax Credit
c/o Neighborhood Partnerships
310 SW Fourth Avenue, Suite 715
Portland, OR 97204

Contribute online, using a credit or debit card:

The Oregon Individual Development Account (IDA) Initiative accepts online donations of up to $25,000 per transaction. Your clients may make contributions totaling $100,000 per tax return per year, in multiple transactions. Your client may donate online anytime between January 1st and December 31st or until the contribution limit is reached. For additional information, please review Using Credit or Debit Cards for Contributions to the Oregon IDA Initiative.

Your clients can make their Oregon IDA Initiative contributions securely online with Google Wallet.
Please Check Availability of Oregon IDA 75% Tax Credits before donating.

Contribute stock or mutual fund shares:

To make a contribution with stock or mutual funds, please have your client complete the stock donor form and follow the instructions for donating stocks or mutual fund shares. Please be sure your client sends us a stock donor form so that we may properly credit their contribution.

Donor forms can be faxed to: (503) 226-3027 or emailed to Kathy Turner.

Please note that we must receive stock or mutual fund contributions in our account no later than December 31st. Please view our current stock donation policy for information on how we set a value for the contribution.

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Step Three: Confirmation

Your client will receive a confirmation letter acknowledging their contribution in the mail within ten days, along with instructions for applying the IDA tax credit to your State of Oregon taxes. Download sample instructions for claiming the tax credit on state and federal tax returns.

Contribution Limits and Deadlines:

• The maximum contribution is $100,000 per tax return per year.
• Donations by check must be received or postmarked no later than December 31st.
• Credit card donations must be processed by Google Wallet by December 31st.
• Stock and mutual fund donations must be received in Neighborhood Partnerships’ account no later than December 31st. Because these transfers may take a week or more, please initiate transfers by or before December 15th.

Questions? Contact Kathy Turner by email or phone the Oregon IDA 75% Tax Credit direct line at (503) 548-4475.