Planned Giving

News

Monday May 25, 2015

Family Limited Partnerships
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across...
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Obamas and Bidens Publish 2014 Tax Returns
Washington News
After 33 prior temporary plans for the Highway Trust Fund, on May 19, the House voted 387-35 in favor of another two month extension. There is no new...
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Driving Safely with Dementia and Knowing When to Quit
Savvy Living
Do you know of any financial assistance programs or other resources that can help seniors with home improvement...
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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