Resources for Professional Advisors

George Fox University owes a great deal to the attorneys, financial and investment advisors whose clients have become important contributors. We are most pleased, accordingly, to offer planning resources to advisors that may be of assistance to them as they work with clients desiring to benefit worthwhile organizations.

Planned Giving at George Fox

Online information about the planned giving program and gift options available through George Fox University. Explanations, examples, and content designed to enable prospective donors to make informed decisions. Planned gifts can be a key part of a person's estate and financial planning strategy.

Securities Transfers
Contributions of appreciated stocks, bonds, mutual funds and other securities may be very advantageous for your clients. Your clients receive a double benefit with a gift of stock. First, they receive an income tax deduction for the full fair market value of the asset. Second, they avoid the capital gains tax on the property's appreciation.

Partnering with Financial Advisors
George Fox University values your relationship with your clients. Managing assets and investments is your business - and you have done well for your clients. Your role in managing assets can continue, even when assets have been contributed to George Fox in a planned gift vehicle. Discover how becoming a partner with George Fox is beneficial for you.

George Fox University Gift Acceptance Policies
Charitable gifts can involve unique assets and complex gift scenarios. George Fox's Gift Acceptance Policies describe the types of assets that are acceptable as charitable gifts and the gift vehicles offered by George Fox University . These are general guidelines. For specific questions or out-of-the ordinary gift scenarios, contact Dave Adrian, director of planned giving, at dadrian@georgefox.edu or 503-554-2113.

Learn more about us through the George Fox University Vimeo channel.