Planned Giving

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Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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What to Give
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits.
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How to Give
Personal Planner
About 15 years ago Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside...
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Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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Bequest Language & Tax ID
Click here for sample bequest language.
Free Wills Guide
Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
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Gift Planning Team
Julie Feely, jfeely@opb.org
Director, Gift Planning
Phone: 503.293.1935

Jeri Kasal, jkasal@opb.org
Associate Director, Gift Planning
Phone: 503.293.1941