{"id":2174,"date":"2023-07-18T20:31:51","date_gmt":"2023-07-19T00:31:51","guid":{"rendered":"https:\/\/occcda.org\/?page_id=2174"},"modified":"2024-01-22T20:50:00","modified_gmt":"2024-01-23T01:50:00","slug":"planned-giving","status":"publish","type":"page","link":"https:\/\/occcda.org\/donate\/planned-giving\/","title":{"rendered":"Planned Giving"},"content":{"rendered":"

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Wills and legacy planning<\/a><\/h3>\n

Make your wishes known ahead of time, so you\u2019re able to fulfill your faithful, caring, and charitable intentions.<\/p>\n

No matter how large or small your estate, a will is a great place to start, ensuring your values are reflected in your planning. It\u2019s a chance to care for those you love: family, friends, the church and missions you care about.<\/p>\n

Learn More<\/a><\/p>\n

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Donor advised fund<\/a><\/h3>\n

Tax-Smart tip<\/span>: Do you use Itemized<\/strong> or Standard Deduction<\/strong> on your taxes?\u00a0 A Donor Advised Fund allows you to make a large charitable contribution one tax year, into a fund that you can dispense to your favorite charities over multiple years.<\/p>\n

Invest & grow your giving fund tax-free from this account.<\/p>\n

Learn More<\/a><\/p>\n

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Other types of gifts<\/a><\/h2>\n

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Retirement assets<\/a><\/h4>\n

Tax-smart tip<\/span>: Give from your Retirement Fund!\u00a0 Your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to your chosen charities. Plus, you may satisfy your required minimum distributions and reduce taxable income.<\/p>\n

Other types of gifts: stocks and bonds, real estate, life insurance, farm commodities, and valuable collections.<\/p>\n

Learn More<\/a><\/p>\n

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Appreciated Stocks and Securities<\/strong><\/a><\/h4>\n