Committed to helping make the lives of persons with developmental disabilities happier, healthier and more fulfilling





Your Gift of a
Lifetime


What is Planned Giving?

Planned Giving is a written plan, outlining the specific directions regarding your financial assets and how you would like them given to the charities of your choice.  These plans are so important because they are specific and create a lifetime gift, ensuring that your charity will continue to changes lives forever.

Who Should be Involved?

Your charitable wishes should be discussed with your spouse, family members, or a close friend or associate.  It is highly recommended that you speak with your accountant, financial planner or legal counsel to make sure your wishes are outlined correctly.

What Are Some Examples of Planned Gifts?

· Wills-your last will and testament names the charity and exactly what you wish to give upon your death.

· Trusts-establishes an amount of money to give to the Foundation annually, from your trust, creating vital income for the Foundation for years to come.

· Income Producing Gifts-Charitable Gift Annuities and Charitable Remainder Trusts establish a fund which could provide income for your spouse or family member and later provide the Foundation with the remainder of the fund.

· Property or Other Goods-these gifts may provide a necessary good or could be sold to generate needed funds.

 
What Are The Advantages Of Leaving A Foundation In Your Will?

The benefits of planned giving are many and range form the personal to the practical.  These include:

· Tax deductions-and the reduction of estate taxes.

· Outlines your specific wishes for your life earnings.

· Income for you, your spouse, or others you designate, some of which may be tax free.

· Reduction of capital gains assessments.

· The opportunity to name and honor a loved one.

But to most, the importance rests in a desire to leave a legacy of giving that will continue to support and aid in the charities of your choice for years to come.


Why Planned Giving?

Planned Giving and its instruments mean that the Foundation can be counted on to improve the quality of life for persons with developmental disabilities at O’Berry Center and the 67 counties it serves well into the future, for many many years to come.

 
Your planned gift today means help for the developmentally disabled —forever!


How Do I Learn More?

Contact your professional financial planner, accountant or legal counsel.  You can also contact The O’Berry Center Foundation at 919-581-4187 and speak to a Foundation representative that can lead you in the right direction.

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 NOTE:  The O’Berry Center Foundation does not engage in rendering legal or tax advisory services. Please consult a professional to discuss your wishes regarding Planned Giving options.

 

 

 

 

               O'Berry Center Foundation   
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