hero

Southern Oregon

Spotlight: Jack Davis

Jack Davis of Davis, Freudenberg & Day, located in Grants Pass, contacted OCF when helping a client with financial and estate planning. The client was charitably inclined but undecided about how to structure his philanthropy, both during his lifetime and after his passing. OCF staff provided a number of options, including using appreciated stock to create a charitable gift annuity to provide income to the client and his wife during their lifetimes followed by a deferred gift to charity.

Jack is clearly a trusted advisor, committed to helping his clients achieve their estate planning goals, and OCF is honored to be of service to him.

Share