ABOUT OES
OES At a Glance
Welcome From Head of School
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BOARDING
A Global Community
Experience Boarding
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Living in Portland
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ACADEMICS
Academic Curriculum
Visual, Performing, and Musical Arts
Music
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Lower School Home
Beginning (Pre-K–Grade 1)
Intermediate (Grades 2-5)
Counseling & Academic Support
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Express Newsletter
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Middle School Home
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8th Grade Inquiry Project
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ATHLETICS
Home of the Aardvarks
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Blog: Athletic Director
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STUDENT LIFE
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Mt. Hood Climb Service Day
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Make Your Gift
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Parents
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Summer
Contact Us
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Virtual Tour
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×
ABOUT OES
OES At a Glance
Welcome From Head of School
Mission & Identity
Brief History
Leadership
Episcopal Tradition
Inclusion & Community Engagement
Job Openings
ADMISSIONS
Explore
Open Houses - Fall 2019
Application Process
SSAT
Affording OES
Student Experience
International Students
Admissions Travel
Admissions Team
BOARDING
A Global Community
Experience Boarding
Building Independence
Living in Portland
Boarding Common Questions
ACADEMICS
Academic Curriculum
Lower School Home
Middle School Home
Upper School Home
Libraries
EC3 Design Center
ATHLETICS
Home of the Aardvarks
Full Athletic Calendar
Athletic Teams
Blog: Athletic Director
FAQs
Concussion Protocol
Athletic Staff & Head Coaches
STUDENT LIFE
Community Life
Diversity & Inclusion
Student Leadership
Theater
Service Learning
Experiential Education
Extension/After School
Student and Family Support
Culture Shock
SUPPORT OES
Make Your Gift
Why Giving Matters
OES Fund & Auction
Game Changer Campaign
Endowed Funds
Gift Planning
FAQs
Meet the Team
NEWS & EVENTS
News Feed
Sesquicentennial
All-School Events
Aardvark
Social Media
OES Magazine
Marketing & Communications
Make Your Gift
Why Giving Matters
OES Fund & Auction
Game Changer Campaign
Endowed Funds
Gift Planning
Types of Planned Gifts
Assets to Give
Life Stage Gift Planner™
Compare Gift Options
Blog
Request a Calculation
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(Max 3)
Support today
Receive charitable income-tax deduction
An outright gift of
cash
Deduct 100% of the gift value for federal income-tax purposes
Support without depleting your cash reserves
Avoid capital-gain tax
A
gift of appreciated stock
Provide support to while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
Minimize taxes on the transfer of a business you own
Provide support for
A
gift of closely held business stock
Receive an income-tax deduction and avoid capital-gain tax
Make a significant future gift without affecting your current lifestyle
A charitable
bequest
Reduce estate and death taxes, and retain control over your assets during your lifetime
Leave assets to and your heirs upon your death but you are not sure what to leave to whom
Naming as a beneficiary of your
retirement-plan benefits
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
Make a significant gift to
Retain an income for yourself
A
charitable gift annuity
Receive a current income stream and an immediate income-tax deduction
Receive a charitable income-tax deduction now
Receive income later
A
deferred-payment gift annuity
Receive an immediate income-tax deduction and income to begin at a future date you choose
Make a significant gift to
Retain an income for yourself
A
charitable remainder unitrust
Receive a variable income stream and an immediate income-tax deduction
Make a significant gift to
Retain an income for yourself
A
charitable remainder annuity trust
Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax
Use your assets to support today
Retain control over the distribution of those assets to heirs
A
nongrantor charitable lead trust
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation
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