Action Items
Contact your estate planning attorney and tax professionals for legal and tax advice for employing this—or any—charitable strategy.
- Calculate how a charitable lead annuity trust or a charitable lead unitrust could benefit you.
- Learn more about growing your assets without growing your heirs' tax bills.
- Contact Office of Gift Planning at Toll Free 800-462-6608 or 503-228-1730 or pginfo@ohsu.edu with any questions you have, or to arrange an appointment to discuss the benefits of a charitable lead trust with OHSU Foundation.
Your Next Steps
Getting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items
Getting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items
