Here are some of the most common types of planned giving vehicles that you and your financial 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 fund a research study or a major program initiative, please contact us first to ensure that we can meet your intent. 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. Of course, if you want to make a gift that will have a more immediate impact, donate now.
The preceding information is not intended as legal or tax advice. For either of those, please consult an attorney or a tax professional.
