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 Of those that do, about 70% have outdated wills.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.
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
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Archdiocese of Portland. More on Easy IRA Gift >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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.
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.
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 
Steps to Wise Giving
