Planned Giving

News

Monday July 6, 2015

Family Limited Partnerships
Personal Planner
When children are in their 30s and 40s, they frequently are starting a new career or beginning a family. Many are still...
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Obamas and Bidens Publish 2014 Tax Returns
Washington News
As Americans are enjoying the 4th of July holiday, the House Ways and Means Committee staff published a summary of efforts to improve the tax code....
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Driving Safely with Dementia and Knowing When to Quit
Savvy Living
Can you recommend some basic simplified cellphones for seniors with hearing loss? My 82-year-old father needs to get a...
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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