Thank you for your interest in donating to the Oregon IDA Initiative! Below you will find important information and steps on how to make your donation.
Important Information for Donors
- The Oregon Dept. of Revenue requires that we collect donor Social Security Numbers or Employee Identification Numbers.
- There is a $500,000 limit on tax credits an individual can claim on contributions per return filed. That would be a contribution of $555,555.
- The maximum tax credit rate for check or wire transfer donation is 90%.
We must receive wired fund transfers into our account by December 31, 2021 and before the available tax credits are sold for the year. Because the timing process is variable from one financial institution to another, we advise donors to plan accordingly.
Step 1: Complete our Oregon IDA Tax Credit Donor Form and mail or upload (using our secure document transfer) your form to Neighborhood Partnerships, which enables us to connect your contribution to you as the contributor.
Please note that we cannot send your official Oregon State Tax Credit confirmation letter until we receive your donor form.
Step 2: Contact your bank to find out the procedures for wiring funds from your account. Be sure to ask how quickly the transfer will occur if you are concerned about timing.
Step 3: In some cases, you may be able to complete the wire transfer through your financial institution’s online banking services. In other cases, you may have to go to your bank to complete the transfer.
Step 4: Here is the information you will need to provide to your bank to wire funds to the Oregon IDA Initiative/Neighborhood Partnerships Brokerage Account:
For domestic transfers made within the United States:
J.P. Morgan Securities LLC
4 Chase Metrotech Center
Mail code NY1-C060
Brooklyn, NY 11245-001
FFC Account # 73539798 Neighborhood Partnerships
For international transfers, please contact us.
Step 5: Adam Lewis by email or phone: 541-207-8802 to let us know to expect the transfer. If you would like to know when it has arrived in our account, please reach out.
Any other questions? Contact Adam Lewis by email or phone: 541-207-8802.