CLUT-tered: My First Charitable Lead Trust 10/23/2018

Presentation

Pete Sommerfeld joined the gift planning team at the Oregon Health & Sciences University (OHSU) Foundation in October 1996.  He was named the Foundation’s first Senior Philanthropic Advisor in 2010.  During his tenure at the OHSU Foundation he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of the OHSU mission.  In 2010 he earned a designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California Sate University Long Beach.  He holds a Bachelor of Arts from the University of North Carolina and received a Masters of Arts from the Western Seminary.

Share is hosting the Estate Planning Council’s annual charitable program at the Share Fromhold Service Center.  Their mission is to lead the hungry and homeless to self-sufficiency by providing food, shelter, housing, education, advocacy and compassion through the strength of the community.  Each year, with the assistance of over 3,000 volunteers, Share serves more than 10,000 hungry and homeless clients in southwest Washington.  From their start in 1979 Share has been a leader in making positive changes in the lives of many people.