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Friday April 18, 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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Peace in the Countryside
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...
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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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Charitable Contributions Will Make Retained Shares Permitted Holdings
Foundation is a tax-exempt organization under Sec. 501(c)(3) classified as a private foundation under Sec. 509(a). Foundation’s founders transferred 5.5% of Company’s shares to Foundation....
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Tax Freedom Day on April 21
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax Freedom Day of last...
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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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Bequest Language & Tax ID

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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