Donate in 3 Easy Steps

I am ready to contribute to the Oregon Individual Development Account (IDA) Initiative!

Step One: Check Availability

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

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.

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

You may 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 you.

Contribute by check:

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. You may make contributions totaling $100,000 per tax return per year, in multiple transactions. You 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.

Make your 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 review the instructions then complete the stock donor form. Please be sure to send us a stock donor form so that we may properly credit your contribution.

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

Please note that we must receive your stock or mutual fund contribution 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

You will receive a confirmation letter in the mail acknowledging your contribution 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 your 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.