W. James Beatty Named to OHSU Foundation Gift Planning Council

OHSU Foundation is pleased to add James Beatty to its Gift Planning Council. The Gift Planning Council, comprised of estate planning professionals who give their time and expertise to OHSU, provides advice and counsel to the OHSU Foundation Gift Planning team to help it achieve its goals.

For over 25 years, James has worked closely with families, executives, and business owners, providing strategic wealth consultancy, advanced financial planning, and investment management. He founded the Celilo Wealth Management Group at UBS in 2010 to address the needs of clients with significant wealth.

“The OHSU Foundation Gift Planning Council is delighted to welcome James Beatty as its newest member,” said Rochelle Makela-Goodman, Assistant Vice President of Gift Planning at OHSU Foundation. “His deep experience in wealth management and charitable giving are an invaluable addition to the services of OHSU Foundation and the donors we serve.”

Members of the Gift Planning Council are volunteers who embrace the core values of OHSU and OHSU Foundation. The group includes attorneys, financial planners, life insurance agents, trust administrators, real estate specialists, investment advisors, wealth advisors, accountants, tax professionals, deferred gift donors and other fields where donors seek advice in charitable giving. The Council is made up of 15 to 25 members.