Make a Gift


You can make a commitment to the future of Olmsted Medical Center through OMC Regional Foundation in several ways. Click on any of the links below for a brief description of each:

GoodSearch and GoodShop
Cash contributions
Marketable securities (stock/property)
Real estate
Life insurance
Tribute and memorial gifts
Charitable bequests
Life income gifts

 

Explore ways to give


Many benefactors find it advantageous to make a gift from their non-cash assets—in many instances using wealth they never believed they would have—versus gifting from their disposable income.

Consult with your advisors to explore the best ways to use estate planning tools. Be well prepared before you make bequest arrangements or other estate plans.

  • First, determine your financial needs and those of your family for your/their lifetime. Estate plans should be considered only after doing this.

  • List the property you wish to distribute: securities, real estate, life insurance, personal possessions, etc.

  • Consider ways to match the beneficiary with your property.

  • List the professional planners you need to consult: attorney, accountant, tax advisor, charitable organization representative, etc.

Hot Topics in Planned Giving

 

 

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