ADVISORS - PLAN A GIFT - GIVE LATER
Encouraging your clients to leave the Oshkosh Area Community Foundation is their will or estate plan offers many benefits. Leaving a charitable bequest may reduce their estate taxes, and will ensure the donor's legacy lives on in our community, forever. The Oshkosh Area Community Foundation accepts several types of gifts, including:

Charitable Bequest: Make a charitable gift from your estate, as noted in your will

Charitable Gift Annuity: Receive a steady stream of income in exchange for your charitable gift, and qualify for several tax advantages

Life Insurance: Name the Community Foundation as the primary, secondary or contingent beneficiary of a life insurance policy

Charitable Remainder Trust: Receive lifetime income for yourself and a loved one, and ensure future support for your favorite nonprofit

Charitable Lead Trust: Generate current support for your favorite charity and preserve future gifts to family, while minimizing gift and estate taxes

Life Estate: Donate your home to the Community Foundation and continue living in the residence, while receiving an income tax deduction
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