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Charitable Giving

We understand the importance of giving our leadership, our time and our financial assistance. Since 1956, our firm has been supporting the Portland, Oregon community.

Our clients turn to us when they want to create legacy plans to benefit the non-profit and religious organizations most important to them. Our clients want their impact to be assured through gifts created in their estate plan. We recognize this desire presents important planning opportunities to maximize retirement income and offer income tax and capital gains tax savings of considerable value.

The use of charitable income trusts, charitable remainder trusts, and gifts of appreciated property add substantial value and reliability to planning. The earlier we identify this objective, the more creative and effective planning is. Whether a gift involves real estate, closely held stock, publicly traded stock, or other assets, charitable giving should be handled with the importance it deserves.





 

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