Welcome to the Oregon Jewish Community Foundation's
Gift Planning Site! "Keeping our people strong -- today and tomorrow."
Haiti Earthquake Relief Join OJCF and our North American Jewish Federations in raising funds for disaster relief in Haiti through the American Jewish Joint Distribution Committee. The JDC will remit all funds raised (withholding no administrative overhead) to our overseas partner, The American Jewish Joint Distribution Committee (JDC). Thank you for supporting this important effort during this incredible time of need. _________________________________________________________ 
John Moss
Executive Director | 
Julie Diamond
Director of Development | It's a new year, with much to think about. How to do better for yourself and your family, for your colleagues, and for your Jewish community. At OJCF, we are working hard to serve you better in our complex and changing world.
Even in challenging financial times, there is gift or gift plan that can help you experience the joy of an important charitable gift -- one that supports your passion for Jewish life and provides you with financial and tax advantages.
Use our website as a source of information on changing gift and estate tax exemptions, charitable extenders and options on the IRA rollover. You'll discover lots of useful information and resources as you review your estate plans and consider what gifts you might make -- from gifts of cash and stock, to IRA Rollover gifts, Charitable Gift Annuities, Wills and Trusts, and more.
Another area to consider as part of your estate is your legacy -- how you wish to be remembered and how to prepare your estate in order to accomplish all of your wishes. 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 assist you, in concert your professional advisors, in all of these areas.
Thank you for taking the time to learn about OJCF and gift planning. We look forward to hearing from you and working with you to make 2010 an exciting year for giving!
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.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits for your family and the Jewish Community with the help of your Oregon Jewish Community Foundation
There are many ways for you to help build a strong Jewish community in Oregon. Many of our families have experienced the profound joy of giving along with financial rewards such as tax savings or income. Please come meet some of our OJCF community builders. Just click on the picture and you can view each unique family story.
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.
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.
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