Planned Giving

News

Tuesday August 4, 2015

Family Limited Partnerships
Personal Planner
As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right...
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Obamas and Bidens Publish 2014 Tax Returns
Washington News
On July 30, by a vote of 91-4, the Senate passed a three-month extension for the Highway Trust Fund. The House had previously approved The Surface...
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Driving Safely with Dementia and Knowing When to Quit
Savvy Living
Do you recommend any financial aid resources to baby boomers who are interested in going back to school? I’ve been...
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scriptsknown
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