Planned gifts are called such because they take time to create and can often involve not just the school and a donor, but also the donor's financial advisor and/or attorney. But most importantly, planned gifts can help donors fulfill their own financial and philanthropic goals in very powerful ways. For instance, you can create a gift that provides risk-free income at a fixed amount for your life, and take a tax deduction today.
There are many types of planned gifts, and choosing the right one depends on your needs and goals. We can help you identify which gift type makes sense and explore different scenarios without obligating you, all the while maintaining your privacy.
Some common types of planned gifts include:
- Charitable Remainder Trusts
- Charitable Gift Annuities
- Gift of Real Estate
- Bequests - The Ruth Catlin and Priscilla Gabel Legacy Society
For more information about planned giving or gifts that offer income, please contact:
Mike Moran
Major Giving Program Director
8825 SW Barnes Road
Portland OR 97225
503-297-1894 ext. 389
moranm@catlin.edu