Planned Giving
You don’t have to be wealthy to make a planned gift. There can be many tax advantages depending on the type of gift you wish to establish and many ways to give that benefit the donor during their lifetime. A planned gift makes it possible for you to leave a legacy of support that will positively impact the lives of blind and visually impaired individuals served by NewView Oklahoma for years to come.
Bequests through Wills -- Naming NewView Oklahoma in your will is one of the easiest ways to make a lasting charitable contribution. Bequests may be in the form of a stated dollar amount, property, a percentage or a residuary of an estate. Outright Gifts -- A gift of appreciated securities, cash or real estate may provide a sizeable tax savings to you and a significant gift to NewView Oklahoma.
Life Insurance -- Name NewView Oklahoma as the beneficiary of an existing life insurance policy or donate a policy that you already own and name NVO as the owner and beneficiary.Retirement Plans -- Name NewView Oklahoma as the beneficiary of a portion or your entire retirement plan.Charitable Remainder Trusts -- Place the assets in a trust and the earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principal goes to NewView Oklahoma
Charitable Lead Trusts -- Place assets in a trust for a specific period of time. Earnings go to NewView Oklahoma during the life of the trust. The principal goes to the beneficiaries when the trust terminates.Charitable Gift Annuities -- By establishing a charitable gift annuity, you create a terrific way to turn your assets into a meaningful gift while enhancing your lifetime income and maximizing your tax benefits.
For more information, contact Sandy Wright, Vice-President of Development and Communications, 232-4644 or swright@newviewoklahoma.org.
