Plan so your generosity continues beyond your lifetime; consider a legacy gift to OCIMA’s Foundation. When you are evaluating your long term charitable giving; a legacy gift may provide significant tax benefits. A legacy gift is a planned future donation given through a will or other beneficiary designations. It is a decision that each person makes in their own financial planning process, taking into account their charitable wishes and values.
When you discuss your estate plan with your attorney, tax consultant and/or financial planner, express your wishes to leave either a specific amount, a percentage of your estate, or the residue of your assets to OCIMA’s Foundation. If you choose a legacy donation to OCIMA, we will provide you with our charitable registration number and preferred wording for legacy gifts. Please contact us with any questions.