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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- Our Official Bequest Language - Discover the precise, legal language to use when including OMC Regional Foundation in your estate plans.
- Professional Advisors' Reference Library - Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.