Is This Gift Right for You?
Use this checklist to see if making a charitable gift using securities is a good option for you.
- You want to make a significant gift that benefits Oregon Health & Science University after your lifetime.
- You want the flexibility to change your mind about your gift during your lifetime.
- You want to retain your assets during your lifetime.
- You like the idea of an unlimited charitable estate tax deduction.
Leaving us securities through your will or trust lowers your potential federal estate tax bill.
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items