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Wednesday April 23, 2014

For Advisors

Advisor Resources We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Give Peace A Chance
Several years ago Mother and Father built a very unique home on 45 acres of beautiful rolling hills and woods. Father passed away three years ago and Mother now solely owns the 45-acre parcel and...
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Deduction Calculator The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Foundation's Museum Expansion Won't Result in Self-Dealing
Foundation is a tax-exempt private foundation. Foundation operates Museum. Museum occupies the same parcel of land as the personal residence of Foundation’s founder, a disqualified person with...
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Obama and Biden 2013 Tax Returns
Each year President Barack Obama and Vice-President Joe Biden release their tax returns. Both have done so for year 2013. In 2013 President Barack and Michelle Obama had adjusted gross income of...
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Unprearranged Prearranged Sale
"How can I be sure the real estate sale will be done properly?" Donors have been asking this question for many years. If a property is transferred into a charitable remainder unitrust, the income to...
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Will Planner

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Bequest Language & Tax ID

Click here for sample bequest language.

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