Planned Giving

Planned Giving refers to charitable gifts that are usually deferred until some future time.  Planned charitable gifts are beneficial and should be considered when financial or estate planning is considered. Planned Gifts have lasting value to Oakland Family Services by helping to fund our programs far into the future and to donors and their loved ones through valuable tax benefits and in many cases, income for life.

Possible Options for Planned Giving Include:

  • Wills or bequests
  • Charitable gift annuities
  • Charitable remainder trusts
  • Pooled income funds
  • Life insurance

Potential Benefits of Planned Gifts:

  • Enjoy a significant tax deduction
  • Increase current income
  • Provide additional retirement income
  • Avoid capital gains tax
  • Pass assets to family at a reduced tax cost
  • Make significant donations to charity