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Create Your Plan

What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal illustration to see the benefits of a plan for you.

Planned Gifts Calculator View a presentation that shows the benefits of a planned gift based on your property and goals.
Plan Your Will The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
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Learn About Wills There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.
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Will Planner

Step-by-step assistance in planning your estate. Get started today.

Bequest Language & Tax ID

Click here for sample bequest language.

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