Planned Giving

News

Thursday May 7, 2015

Family Limited Partnerships
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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Obamas and Bidens Publish 2014 Tax Returns
Washington News
In 1942 the IRS granted tax exempt status to the National Football League (NFL). While most of the billions of dollars the NFL receives each year...
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Driving Safely with Dementia and Knowing When to Quit
Savvy Living
Can you explain Medicare's enrollment rules along with when and how to apply? I turn 65 next year and want to make sure...
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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