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OMC Regional Foundation offers resources to help you with your tax planning and to offer some ideas for you to consider if you are thinking about making a gift in support of our mission.
You can make a gift from your Donor Advised Fund to support our work without affecting your personal financial security. Please contact us for more information about how to establish a Donor Advised Fund or how to make a gift from your current Donor Advised Fund.
You may want to consider making a gift to fund a charitable gift annuity if you are concerned about your financial security given the ups and downs of the stock market. You might be surprised by the benefits. You can exchange your low-performing stock, CDs or cash for guaranteed, lifetime fixed payments. If you make a gift of an appreciated asset, you will not have to pay capital gains when you fund the annuity. You may also benefit from a tax deduction this year and a portion of your payments could be tax-free.
Many of our friends are updating their estate plans. If you would like to support Olmsted Medical Center with a charitable bequest, we can help. We can provide you with our bequest language and estate planning attorney referral list. Please contact us for assistance with creating and updating your plans.
If you are interested in learning more about any of these ideas, please contact us. Please also let us know how we can help you during this time.
