Leave a Legacy to Your Specialty

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Any gift to a charitable organization requires planning. However, the OMS Foundation uses the term “planned giving” to distinguish contributions made annually from those that are given less frequently, perhaps only once in a lifetime, and usually given at some future date and on a much grander scale than an annual contribution. The vast majority of planned gifts are made by beneficiary designation by last will and testament, trust, codicil to will, or by amendment to trust. But the list does not end there.

Planned gifts can be tailored to meet one’s estate and tax planning needs. A partial list of planned giving instruments that can be used to name a charitable beneficiary includes:

  • Life insurance policy
  • Bank or brokerage account
  • Charitable IRA rollover
  • Charitable remainder trust
  • Charitable lead trust
  • Charitable life estate
  • Real estate

For more details on selected planned gifts and for sample language to include the OMS Foundation in a charitable bequest, please read Popular Ways to Leave a Legacy.

 

With a planned gift, you have the opportunity to make a lasting legacy to the specialty. Your planned gift will support the OMS Foundation’s mission to fund research and education in the oral and maxillofacial surgery specialty.

Consult your attorney or financial advisor before making a planned gift.

Donors of planned gifts established for the OMS Foundation’s benefit, and having a gift value of $25,000 or more, are recognized with membership in the Robert V. Walker Society.

For more information about the OMS Foundation, call 847-233-4304 or email us at info@omsfoundation.org