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!

 

 

 

Estate Planning
  • Your Will - Use these resources to create a successful will.
  • Revocable Living Trusts - Learn how to fulfill your long-term financial goals with this special type of trust.
  • Living Wills - A living will is your legal declaration of your personal wishes about extraordinary medical treatment in the event you become terminally ill or permanently unconscious.
  • Your Power of Attorney - This written legal document lets an individual designate another person to act on his or her behalf, even in the event the individual becomes disabled or incapacitated.
  • Glossary of Terms - Access our dictionary of commonly used estate planning and gift planning terms.

 

 

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