PLANNED GIVING

Planned giving is a broad term that encompasses a variety of ways to manage your financial affairs and plan for the future.  Making a planned gift, also referred to as  deferred or estate gifts, offers you the potential to take advantage of tax provisions to create a plan that meets both personal and charitable objectives.  For an individual, planned gifts often offer the opportunity to make a significant, lasting gift.  For an organization like OAR, such gifts ensure that its most substantive research and information programs continue without interruption.  As with any matter that affects your family and you, OAR recommends that you consult a financial advisor to explore the plan that works best for you. 
Here are the some of the most common types of planned giving vehicles that you and your advisors may discuss.

Income-Producing Plans - charitable gift annuities and charitable remainder trusts.

Charitable Lead Trusts - support OAR now and still leave assets to your heirs.

Bequests - make a gift to OAR in your will.

Life Insurance – designate OAR as a beneficiary in a life insurance policy.

Gift Purpose.  If you have a specific purpose in making a gift, for example to endow a research study in a specific area, please contact OAR first to ensure that your intent can be met.  For questions about how to make your gift, contact your financial advisor or consult a planned giving specialist.

Already Included OAR?  If you have already made provisions for OAR in your estate plan, please let us know.  It will allow us to say “Thank you” in advance and better plan future research programs.

The preceding information is not intended as legal or tax advice.  For either of those, please consult an attorney or a tax professional.