No matter your income level, planned giving offers you a way to support what you care about in life. McKenzie River Trust invites you to join fellow supporters for an informative workshop to explore Planned Giving options.
Guest experts Christian Beck of Oregon Community Foundation and MRT Board Member and Jackie Roth of Oregon Community Foundation will outline the tools available to help you achieve your lifetime and planned giving goals, followed by time for questions and answers.
If you are unable to join the conversation, we can arrange another opportunity to answer your questions. Please reach out to Brandi Crawford Ferguson at brandi@mckenzieriver.org / 541-954-4672.
This event is free and open to the public, but registration is required to receive your online connection information for the presentation. Space is limited.
If you have already included MRT in your estate plans, please let us know. We would like to welcome you to the Confluence Legacy Club.
Thank you to our volunteer guest presenters!
Christian Beck – Christian currently serves as a Senior Financial Consultant with OCCU Investment Services. Prior to joining OCCU, Christian served eight years as the Vice President – Financial Consultant with Charles Schwab. Christian has served on the MRT Board for six years.
Jackie Roth – Jackie joined the Oregon Community Foundation’s development team in 2015 where she spent three years supporting OCF’s chief development officer. Now as a philanthropic advisor serving the South Coast and Southern Willamette Valley, Jackie assists individuals, business and nonprofits with their giving by guiding them through the process of establishing a charitable fund that’s right for them. From the technical to the deeply personal, she is committed to working closely with each and every donor to accomplish their goals.