The Oregon IDA (Individual Development Account) Initiative brings state resources to support financial stability and wealth building among Oregonians with lower incomes, working to ensure an equitable and statewide impact in communities historically and systemically excluded from economic opportunities.
Donors to the Oregon IDA Initiative can receive 90% of their donation back as an Oregon State Tax Credit, and the remaining 10% as a Federal Charitable Deduction.
Donating to the Oregon IDA is a win-win, advancing community prosperity, and providing advantageous tax benefits. With the resources community donations provide, we can ensure that every Oregonian finds the safety of a home, the promise of education, or the opportunity to see their business flourish.
Tax Credits Remaining
Every year, we have $7.5 million dollars in tax credits available for individuals to claim by donating to the Oregon IDA Initiative. The ticker above is regularly updated to indicate the amount of tax credits remaining to be claimed. Once they’re all claimed, we will no longer be able to accept donations for the 2025 Tax Year. Donations are accepted in the order in which they are received.
How to Make a Donation
- Decide the type and the size of donation that you want to make. We accept the following types of donations: Checks, Credit Card, Wire Transfers, and shares of Stocks and Mutual Funds. There is no minimum amount, but the maximum tax credit that can be issued to an individual or company is $500,000 (or a $555,555 donation).
Note: The Oregon IDA Initiative tax credit is non-refundable but can carry forward up to three (3) years. - Fill out our online donor form. This form ensures we can properly identify and credit your donation, contact you with any questions or clarifications, send you and any financial advisors you work with instructions for claiming your tax credit, and report your donation to the Department of Revenue.
Note: The Department of Revenue requires an SSN or EIN for every donation. Without this information, we will not be able to authorize your tax credit. - Make your donation.
- Check Donations — To donate by check, make a check out to “Oregon IDA Initiative” and mail it to:
Oregon IDA Initiative
c/o Neighborhood Partnerships
120 NW 9th Ave
Suite 206
Portland, OR 97209 - Credit Card Donation — Donate via Credit Card here:
- Stock — After completing the donor form, you will need to initiate a transfer of the securities from your account to the brokerage account for Neighborhood Partnerships (NP) at Piper Sandler.Our brokerage account information is:
DTC: 0443
PIPER SANDLER (clearing firm is PERSHING)
Account #T51019080
Neighborhood Partnerships
We no longer have a JP Morgan Chase brokerage account.Stocks or mutual funds are sold immediately following the completion of the transfer. The sale price will establish the final contribution value and the value of the Oregon IDA Fund tax credits claimed. For a copy of our stock donation policy containing more details on the valuation of stocks, please contact us by email or phone (503-226-3001 Ext. 1).
Note: Transfers to the Neighborhood Partnerships brokerage account are completed through the DTC system. Not all securities are eligible to be transferred via the DTC system. Consult your brokerage firm or holding company to confirm that transfers through the DTC system are available.If your securities are not eligible to be transferred through the DTC system, your donation will take additional time to process. Contact us by email or phone (503-226-3001 Ext. 1) as soon as possible to see whether alternate arrangements can be made.
- Wire Transfer Donations — Please email or call us (503-226-3001 Ext. 1) before initiating a wire transfer donation.
- Check Donations — To donate by check, make a check out to “Oregon IDA Initiative” and mail it to:
- Donation Acknowledgement. Within 2 weeks of our receipt of your payment and donor form, you will receive an acknowledgment letter confirming your contribution to Neighborhood Partnerships, a 501(c)(3) nonprofit organization. This letter also includes information on how to claim the tax credit when filing Oregon state taxes
Note: If you are working with a financial advisor like a CPA, please make sure to include their information in your donor form. If you don’t, we will not send a copy of this letter to them and will be unable to communicate with them about your donation.
Additional Information
Stock Donations
Nearly your entire donation is returned to you in Oregon State tax credits (90%) to offset your tax liability. For many IDA donors, their gift of stock leads to personal financial gain in addition to their community-changing gift.
Our Stock Donation Benefit Estimator tool can help show you how much you could save by giving appreciated stock to the Oregon IDA Initiative.
Use the Stock Benefit Calculator
Frequently Asked Questions
How does the tax credit work?
The Oregon IDA Initiative is partially funded by the Oregon IDA Tax Credit.
Oregon contributors may receive up to a 90% tax credit on their Oregon state returns for contributions made. This means the Initiative gets $1 of investment for every 90 cents or less in tax credits. As a donor, this tax credit can be used to offset your Oregon personal income tax liability.
What is my tax credit rate?
For contributions by check, wire transfer, or donations of stock/mutual funds, your tax credit rate is 90%. Credit card contributions will also be at 90% as we absorb credit card processing fees to encourage donations that minimize paper handling.
What else do I need to know?
Please talk to your tax advisor about the particular impacts of the Oregon IDA tax credit on your situation.
We strongly encourage you to consult with your CPA or tax advisor about any specific questions as we are unable to give tax advice.
Contact Us
If you have additional questions or need support in making your donation, please email or call us (503-226-3001 Ext. 1).