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How to Give

How to Give

Simple, Effective, Forever is more than our motto – it's the way we do business with every nonprofit, donor and stakeholder. By investing in this place and the people who live here, we help bring people together to find solutions to some of the biggest issues affecting our community.

  • Gift from Your Will/Trust (Bequest)
    By designating OCCF as a beneficiary through your will, trust or beneficiary designation form, we can ensure that your charitable goals are met.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
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  • Donor Advised Funds
    Our advised fund options allow donors to support charitable organizations or projects without worrying about administrative details, giving you the flexibility to make grants to nonprofit organizations over time.
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  • Beneficiary Designation Gifts
    You can designate OCCF as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You donate cash, marketable securities or other assets to OCCF, and in turn, we pay a guaranteed fixed income for life. Then, the remaining balance of the annuity goes to benefit your charitable goals.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years. After that term is up, the trust is transferred to the charity of your choice.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years. After that term is up, the trust is transferred to the charity of your choice.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to OCCF for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to OCCF to fund a charitable remainder trust, when the property sells, you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    Use your highest taxed asset (retirement benefits) to create a trust benefiting family & charity
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  • Life Estate Reserved
    You give your property to OCCF but retain the right to use the property during your life.
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  • Give Now and Give Later
    A current gift of assets and a future gift from your will or trust provides your charitable cause support now and into the future.
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  • Endowment Gifts
    An endowment is a fund you create now and benefit the charity of your choice today and in the future.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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