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 Of those that do, about 70% have outdated wills.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
Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 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.
Bequests Joe and Anna have been faithful supporters of Archdiocese of Portland. They believe it is important to support and encourage their mission. More on Bequests >>.
Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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.