Foundation
Planned Giving
Did you know there are creative ways to support the Optica Foundation? Ways in which the Optica Foundation, you, and your loved ones all benefit at the same time?
Gifts from Your Will or Trust
Need to preserve assets? You can plan a gift to us that will take effect only after your other obligations are fulfilled.
How It Works
- Include a gift to the Optica Foundation in your will or trust. (Here is sample bequest language for your will.)
- Make your bequest unrestricted or direct it to a specific purpose.
- Indicate that you would like a percentage of the balance remaining in your estate or trust, or indicate a specific amount.
- Tell us about your gift so we may celebrate your generosity now.
Benefits
- Your assets remain in your control during your lifetime.
- You can modify your gift to address changing circumstances.
- You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
- Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.
Please click here to let us know if you have already included the Optica Foundation in your estate plan or if you are considering doing so. Thank you.
Next
- More detail about gifts from your will or trust.
- Frequently asked questions.
- Estate Planning Guide (Free Download).
- Contact us so we can assist you through every step.
