Planned Giving

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Learn how you can make a lasting difference

Many donors discover that they can make a more substantial gift to Catlin Gabel through deferred or planned giving than they can during their lifetime. Including a bequest to Catlin Gabel in your will or living trust creates a significant legacy and will keep the school strong for future generations. Our goal is to facilitate and guide that process through providing gift planning ideas, professional advisor referrals, and allowing you the freedom to focus on fulfilling your philanthropic interests for the school. To get started, please contact Joan Gardner at 503-297-1894 ext. 308 or email planagift@catlin.edu.

News

The IRA Charitable Gift Rollover is back for 2012 and 2013

American Taxpayer Relief Act of 2012

Read a Wall Street Journal article about how you can leave a lasting legacy receiving significant tax breaks.

New York Times article on planned giving through real estate.

Ruth Catlin and Priscilla Gabel Legacy Society

Alumni and friends who include Catlin Gabel in their estate plans are eligible for membership in the

Joan Gardner, planned giving and major gifts officer

"Working with families to structure legacy gifts ensures Catlin Gabel's long-term fiscal stability. I'm proud to be a part of a community that believes in the highest quality of teaching and fosters lifelong learning."

Joan joined Catlin Gabel in 2011. She has more than 15 years experience in development as a fundraiser at the Berry Botanic Garden and the University of Oregon School of Music, as well as in wealth management with Smith Barney. She is a member of the Northwest Planned Giving Roundtable and affiliated with the Northern California Planned Giving Council. 

Information provided herein or by representatives of Catlin Gabel is not intended as financial, legal, or tax advice. Please consult an attorney or other professional advisor before taking action.