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