Planned Giving
Planned gifts to Oaks Christian School are a personal way to make an long term impact, leave a legacy, and strengthen the OCS experience for future generations.
Making a planned gift is a meaningful way to support Oaks Christian School while also considering your own personal, estate and financial planning goals. Strategic planning may help your estate while reducing a tax liability for your heirs.
There are different types of planned gifts, including will and living trust bequests, gifts of real estate, tangible personal property, retirement or life insurance plans, and gifts of stock and securities. We will work with you to find the choice that is right for you.
For more information, or for a confidential conversation about your gift, please reach out to our major gifts officers:
Scott Rockney at srockney@oakschristian.org
Teri Kupfer at tkupfer@oakschristian.org
Jared Wilhelm at jwilhelm@oakschristian.org
Please consult your accountant, attorney or financial advisor before making any gift: the best way to give depends on your situation. Oaks Christian School does not provide legal or tax advice.
We encourage you to familiarize yourself with various gift options by exploring Ways to GIve and viewing our comparison chart. And of course, please contact us for assistance or to discuss your personal situation.
Ways to Give
| If You Would Like to | Then Consider | For a Benefit of |
|---|---|---|
|
Support Oaks Christian School and receive a current tax benefit |
A gift through check, cash or credit | 100% charitable tax deduction for the calendar year in which the gift is given |
| Support Oaks Christian School without touching your cash flow and avoid capital gains tax | A gift of stock | Giving support to Oaks Christian School while minimizing your out-of-pocket costs and avoiding capital gains tax on your assets |
| Make a significant, defered gift without impacting your present lifestyle | A charitable bequest | Reducing estate and death taxes, and retaining control over your assets during your lifetime |
|
Leave a portion or partial portion of your assets to Oaks Christian School upon your death |
Naming Oaks Christian School as a beneficiary or partial beneficiary of your retirement plan or life insurance policy | Avoid estate tax on retirement plan assets or life insurance while making other property available to pass to your heirs |