Helping Your Clients Fulfill Their Charitable Wishes
We help your clients navigate the how, what, and why of charitable giving to maximize charitable outcomes.
Watch OCF's Virtual Webinar for Professional Advisors
Thank you to those of you who joined us for our Virtual Webinar on April 30, 2020. If you were unable to attend, we recorded the webinar and you can find it here.
Continuing Education credit is available for all who participated on April 30. If you are a lawyer, financial planner or accountant and would like to receive credit for your participation, please email Pip Denhart (firstname.lastname@example.org) with your name, profession, email and professional certification number (OSB, CFP, CPA). CPAs will receive a certificate by return email that may be used to apply for credit online. You may also be able to receive credit for watching it online. Please email Pip for information.
We would like to clarify one piece of information: this linked publication from the Joint Committee on Taxation contains the following footnote referencing the $300 above-the-line charitable deduction contained in the CARES Act:" 76 Sec. 62(f)(1). The $300 limit applies to the tax-filing unit. Thus, for example, married taxpayers who file a joint return and do not elect to itemize deductions are allowed to deduct up to a total of $300 in qualified charitable contributions on their joint return."
Finally, we ask that you please take a few moments to fill out a survey about the webinar, found here.
For current updates on our COVID response, please visit: oregoncf.org/COVID-19.
For decades, Oregon Community Foundation has collaborated with attorneys, accountants, and financial planners to help their clients fulfill their charitable wishes, meet financial planning goals, enjoy significant tax advantages and make full use of OCF’s expertise and support. Your clients can enjoy the pleasure of giving without the burden of administration.
You have clients who care about giving during their lifetimes and as part of their estate planning. OCF is here to help your clients create a fund that reflects their goals. We help your clients navigate the how, what, and why of giving to maximize charitable outcomes.
For many, total net worth isn’t isolated to a bank account, it’s in material goods, investments, real estate or valuable possessions. OCF advisors are adept at helping donors transfer all types of assets into charitable funds.
OCF donors enjoy making grants or awarding scholarships with expert assistance from OCF staff.
Donors enjoy many benefits through OCF, such as participating in learning opportunities and collaborating with other OCF donors for greater impact. They can also watch their fund grow over time through OCF’s diversified investment strategy.