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Welcome to the Oregon Jewish Community Foundation's
Gift Planning Site!

"You are not required to complete the work, yet you are not allowed to desist from it."
(Pirkei Avot 2:21)

In these challenge times, we are all required to examine our lives and see if there is more we can do not only for ourselves, our families and other loved ones -- but for those in need, and for future generations. Now more than ever, bequest gifts made through your will or trust will help secure a strong future for Oregon's Jewish Community. At our website, you'll discover lots of useful information and resources as you review your estate plans and consider what gifts you might make.

One way we can help you is by beginning a conversation about your legacy, about how you wish to be remembered and how to prepare your estate. We offer a complimentary OJCF Wills and Trust Planning Guide to help you in this process. Please call us at (503) 248-9328 to request the Guide. You can also view the Wills Guide videos in our website, too, just click below.

We can also assist you, in concert with any of your professional advisors, with a variety of other approaches to tax-advantaged charitable gifts such as IRA Rollover gifts, charitable remainder trusts, lead trusts, gifts of real estate and more.

Thank you for taking the time to learn about OJCF and gift planning. We look forward to hearing from you.

B'Shalom!

John L. Moss, Executive Director
Julie Diamond, Director of Development
Have you included the OJCF in your will or trust?
(503) 248-9328

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Benefits For Family and the Oregon Jewish Community Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

*The Retirement Unitrust
Mary Friendly grew up on a farm in Washington County. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on *The Retirement Unitrust >>.

*Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on *Part Gift and Part Sale >>.

Leading for the Future
Luke and Candice Waters spent many years volunteering and supporting Oregon Jewish Community Foundation. They wanted to give back in a way that would help our organization fulfill its mission. More on Leading for the Future >>.

Richard B Solomon - Honoring Loved Ones
"Our community is so vibrant today, compared to when I was growing up," says Dick Solomon, who has a unique perspective as a third generation Oregonian. More on Richard B Solomon - Honoring Loved Ones >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

John Moss
Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Julie Diamond
Director of Development

Professional Advisors

We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact julied@orjcf.org.

If you are a professional advisor, you may take the following steps on this site.