For charitable trust and gift annuity donors and beneficiaries

A life income or split interest gift arrangement secures both beneficiary payments for the donor(s) or other named individual(s) and provides a charitable gift to The Oregon Community Foundation. Learn more about split interest or planned gifts here.
The Oregon Community Foundation acts as trustee for charitable trusts and charitable gift annuities. Trusts or annuities are administered through Kaspick & Company with oversight by Foundation staff. Kaspick manages one of the largest portfolios of planned gifts in the nation and has a proven track record of providing excellent trust administration with competitive investment returns.
If you are the donor or beneficiary of an existing trust, Amy Reaney, Fund Services Officer, will be happy to assist you with questions you have regarding your trust or annuity. Amy can also provide you with on-line access to your trust or annuity account at the Kaspick & Company website. Amy can be reached at 503.944.2115 or areaney@oregoncf.org.
If you are a current trust or annuity donor or beneficiary log into the Kaspick & Company website.
If you would like more information about establishing a charitable trust or gift annuity, contact David Westcott at 541.431.7099 or dwestcott@oregoncf.org.