OHSU

Planned Giving (In General)

In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.

Charitable Remainder Trusts: Getting Started
You can design a trust that supports our mission and meets your unique needs.

Is This Gift Right for You?
See if you fit the profile of a charitable remainder trust donor.

Case Study
See how a charitable remainder trust fits into one person's plans.

What If You Don't Need the Payments Right Away?
If you prefer to receive your trust payments at a later date, there are three popular types of unitrusts to choose from.

3 Ways to Fund Your Charitable Trust
Read on to learn the best assets to fund your charitable remainder trust.

Choosing Your Trustee
Consider these factors when deciding who will fill this important position.

How to Complete Your Gift
In five steps, you can design a trust to fit your unique circumstances.

Action Items
Take these steps to learn how a charitable remainder trust could fit into your charitable giving plans.

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