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What is a charitable bequest? A charitable bequest is language included within a will or trust that designates a specific asset, a dollar amount, or a percentage of your estate to a specified charitable organization. If you choose to include a charitable bequest to the Oklahoma City Community Foundation in your will, we can provide you and your professional advisor with sample language to help guide you. To further simplify the process, we recommend that you complete a customized fund agreement that allows you to change the charitable intent of your bequest without having to change your will. There are several benefits to including a charitable bequest in your will: • You can create a legacy through a permanent fund that will benefit the community for generations to come. • Your heirs can continue your family’s tradition of giving by serving as advisors to the fund. • Your estate can claim a tax deduction for the full amount of your charitable bequest. • You can bequeath almost any asset including stock and real estate. • You maintain full access to and control over your assets during your lifetime. • It is the easiest way to transfer assets to a charitable organization. Through a charitable bequest, We’re here to help you designate a fund at the Oklahoma City Community Foundation, a 501(c)(3) non-profit organization, as the beneficiary. You may want to designate a fund you established during your lifetime or an existing fund that benefits a specific charitable cause such as a scholarship program or a permanent endowment fund of a non-profit agency. You may also want to consider a donor-advised fund that allows your heirs to help direct grants to charitable causes. Whatever fund option you choose, a charitable bequest allows you to redirect assets from taxes to charities of your choice. The Oklahoma City Community Foundation looks forward to working with you and your professional advisor to ensure you continue to make a difference. We would welcome information from you if you have already included us in your estate plans as a charitable bequest. Who should have a will? Since 1969, the Oklahoma City Community Foundation has made charitable giving simple and flexible for donors who want to make a lasting difference in the community. We offer unmatched knowledge and expertise to facilitate a variety of charitable gifts such as bequests. For more information, please contact us at 405/235-5603 or visit www.occf.org. Any person who owns property, a home, automobile, real estate, is married, has children, a retirement plan, or a bank account should probably have a will. You may also want to discuss the use of a living trust with your professional advisor and attorney. In many cases, a living trust may avoid the need for probate in the administration of an estate. For more information on charitable bequests and other charitable giving opportunities, contact us at 405/235-5603 or visit www.occf.org. About us The information in this publication is not intended to replace legal or financial advice. Please contact your professional advisor to discuss your estate planning. In accepting a contribution to any fund, the Oklahoma City Community Foundation trustees commit to the donor that the contributions will be protected for the charitable purpose originally intended. The variance power, as described in the governing documents of the Oklahoma City Community Foundation, assures donors that if the charitable purpose of their contributions becomes impractical or impossible, the distributions will be directed to similar purposes in the community. Mary Meier Family was always important to Mary Meier and her charitable gifts to the Oklahoma City Community Foundation reflect her devotion. A 1943 graduate of the University of Oklahoma, Mary was a cub newspaper reporter when she met her future husband, Milton. The couple, who had no children, spent many years together traveling and enjoying the company of friends and family. Mary’s first gift in 1993 established a fund in memory of a beloved brother who died in combat during World War II. Her second gift was a bequest from her estate following her death in 2005. The bequest established additional funds named for family members, all of which support the Fund for Oklahoma City. Her final gift to the Oklahoma City Community Foundation was a simple and flexible way to honor her loved ones forever. NON-PROFIT ORG. U.S. POSTAGE PAID P.O. Box 1146 Oklahoma City, OK 73101-1146 OKLAHOMA CITY, OK PERMIT NO. 255 Making a lasting difference through a Charitable Bequest Including a charitable bequest in your will is an effective and simple way to make a lasting impact on your community. Confirmed in Compliance with National Standards for U.S. Community Foundations