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OCF works with attorneys,
accountants and financial planners throughout Oregon providing information
about charitable gifts and estate planning. OCF staff works with
you to design a fund agreement to match your clients' needs.
Services to professional advisors include:
- Charitable strategies so your client can make
well informed decisions
- Structuring a gift agreement to meet your client's
charitable goals
- Acceptance of a variety of
gifts including securities, real
estate, promissory notes, qualified retirement plans, life insurance,
and tangible personal property
- Providing language for bequests and other deferred
gifts
- Serving as trustee of Charitable Remainder Trusts
and Charitable Lead Trusts
- Calculation tax deductions and life income illustrations
for planned giving vehicles
- Professional advisor
seminars
Click
here to contact us.
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