Planned Giving

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For Advisors

Friday April 24, 2015

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. More
Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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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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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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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