OMC Regional Foundation Offers Tools for Gift Planning
Part of this site's services include a comprehensive gift-planning toolkit. Browse through this content by visiting the "explore ways to give" link on any page.
While not intended to replace the advice of a professional financial advisor, these resources can help you get started in planning how best to share your time, talent, and treasure!
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Explore ways to give
Many benefactors find it advantageous to make a gift from their non-cash assets—in many instances using wealth they never believed they would have—versus gifting from their disposable income.
Consult with your advisors to explore the best ways to use estate planning tools. Be well prepared before you make bequest arrangements or other estate plans.
- First, determine your financial needs and those of your family for your/their lifetime. Estate plans should be considered only after doing this.
- List the property you wish to distribute: securities, real estate, life insurance, personal possessions, etc.
- Consider ways to match the beneficiary with your property.
- List the professional planners you need to consult: attorney, accountant, tax advisor, charitable organization representative, etc.