Estate Planning
A Message from Sherwin Davidson and Michael Toth
OPB's Legacy Campaign
Many OPB members have given important gifts to support OPB's Legacy Campaign through gifts of cash, property, stock and other assets. Another way to create a lasting impact now is to name OPB as a beneficiary in your will or estate plan as Sherwin Davidson and Michael Toth have done.
For more information on how you can participate in OPB's Legacy Campaign, please call Jeri Kasal, associate director of Gift Planning, at 503.293.1941 or jkasal@opb.org.
The Harold & Arlene Schnitzer CARE Foundation Challenge Grant
Find out more.Wyllis Johnson Legacy Society
The Wyllis Johnson Legacy Society honors people who have made a provision for OPB in their wills, trusts, established a life income gift to OPB, or given $10,000 or more to OPB's New Millennium fund. The society is named for Wyllis Johnson, who left an extraordinary bequest of $3.5 million to OPB, the single largest gift the station has ever received.
Learn more.
Donor Stories
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.
Weekly Article
We are pleased to share with you the latest news from Washington, Savvy Senior column, gift stories, finance news and timely articles. We provide this enewsletter and Web site to our friends as a free service. Please feel fee to call us at 503-293-1935 if we can run a proposal or be of assistance to you.
View the article.
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.
- View a personal color story for yourself.
- Read the Weekly Article.
- View the Personal Finance Note for this week.
- Learn about personal finance news.
- Meet our planned giving staff. We are here to help you.
Professional Advisors
We 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 us.
If you are a professional advisor, you may take the following steps on this site.
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What You Need to Know![]() |
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Julie Feely |
Jeri Kasal |
| Director Gift Planning 503-293-1935 jfeely@opb.org |
Associate Director Gift Planning 503-293-1941 jkasal@opb.org |
- Estate Planning Home
- Schnitzer Care Foundation Challenge
- Ways to Support OPB's Legacy Campaign
- Wyllis Johnson Legacy Society
- Donor stories
- Create Your Plan
- Guide to wills
- Bequest and Memorial Acknowledgements
- Meet the staff
- Finance news
- Reading room
- Professional Advisors
- Tax news
- giftLaw calculator
- Advisor e-newsletter







