Learn about charitable Estate Planning

Questions? The Providence Office of Gift Planning is here to help.

Our team of professionals draws on years of experience in charitable gift planning to help you achieve your financial and philanthropic goals. We have a longstanding history of partnering with clients and their attorneys, C.P.A.s, investment advisers, financial planners and other professional advisers to help design the most effective and appropriate charitable estate gift plans. By working together, we truly can make a difference for you, as well as your community. We welcome the opportunity to be a resource to you.

Here are some of the many gift-planning services we can help you with:

  • Bequest language - We can suggest specific language for your will or living trust, or for your IRA or life insurance beneficiary form, to ensure that your bequest designation is done properly.
  • Charitable life-income plans - We can help you set up a charitable remainder trust or gift annuity and can calculate your projected tax and income benefits.
  • Endowment giving - We can help you establish an endowment fund through your will or living trust to provide a permanent, self-sustaining source of funding to a specific program.
  • Choosing the right assets - We can work with you and your advisers to determine the best assets to fund your gift or charitable income plan.

In addition, you can request our Estate Planning Information Kit which contains articles written by Oregon attorneys on wills, living trusts, probate, estate taxes, duties of a personal representative and much more. Also, we have short estate planning videos.

For assistance with your charitable planning, please contact us.