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Wednesday, September 8, 2010
Your Plan
 

Welcomes to the section of the Oregon Jewish Community Foundation website where you can view a color gift illustration. Please click on a button to view a color example that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you find these presentations useful. Please call Julie Diamond if you have additional questions about how you can take advantage of these gift plans, (503) 248-9328.


Select a Presentation

      Charitable Unitrust
  • Enjoy Increased Income with Tax-Free Sale plus Charitable Tax Deduction.
      Charitable Annuity Trust
  • Receive High Fixed Payments with Tax-Free Sale plus Charitable Tax Deduction.
      Gift Annuity
  • Benefit From Excellent Fixed Payouts that are Partly Tax-Free plus Charitable Tax Deduction.
      Deferred Gift Annuity
  • Benefit From Fixed Payouts beginning at a date more than one year from the gift.
      Sale and Unitrust
  • Receive Cash plus Increased Income from Trust! Charitable Tax Deduction Reduces Tax on Gain.
      Part Gift and Part Sale
  • Enjoy Substantial Cash and Save 50%, 70% or even 100% of Tax on Gain

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