Planned Giving

News

Tuesday September 1, 2015

Family Limited Partnerships
Personal Planner
If you have a chronic illness, you will need to care both for your person and for your property. This article will...
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Obamas and Bidens Publish 2014 Tax Returns
Washington News
On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern...
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Driving Safely with Dementia and Knowing When to Quit
Savvy Living
An old family friend recently asked me to be the executor of his will when he dies. I feel flattered that he asked, but...
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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