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Welcome to Archdiocese of Portland
Planned Giving
Are you one of the 70% or one of the 30%? About 70% of Americans have no will. Of those that do, about 70% have outdated wills. Without a Will, the State will "make" one for you. You and your family won't like what it says. Have you made your will?
Now may be a great time to sign a new or updated will. We can provide you with a Will and Trust Planning Guide to help you protect your estate and family. Please call our office at 503-233-8333, or e-mail us at gift@archdpdx.org with "Wills Kit" as your subject. We will promptly send you a helpful Wills Kit. For a great introduction to wills and estate planning please click on the Wills Guide link on the left hand side of this page. We are pleased to say that an ever-increasing number of our supporters are reaping the benefits from making a planned gift for the benefit of the Archdiocese of Portland helping to ensure future support of the Catholic Church in Western Oregon and our many programs and ministries.
If you have any questions, or if we can be of assistance to you in any way, please feel free to contact us by phone at 503-233-8333, or by e-mail to gift@archdpdx.org.
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Most Reverend
John G. Vlazny
10th Archbishop of Portland in Oregon |
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ... |
Benefits For Family and the Archdiocese of Portland
There are several types of plans. Many of these have wonderful benefits for the gift donors. 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.
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
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.
Doug Tollefson |
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience. |
Beth Schantzen |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also 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 gift@archdpdx.org.
If you are a professional advisor, you may take the following steps on this site.
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