Planned Giving

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Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!

Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
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.
Gift Planning Team
Julie Feely,
Director, Gift Planning
Phone: 503.293.1935

Jeri Kasal,
Associate Director, Gift Planning
Phone: 503.293.1941