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Giving through Revocable Living Trusts

If, like many others, you have chosen to rely on a revocable living trust to pass your property to loved ones while minimizing probate costs, consider how you might add a charitable dimension to this plan as well.

You can provide that at the termination of your revocable living trust, a portion of the assets in the trust will be used for charitable purposes you direct.

Much like a charitable bequest through a will, such a gift is deductible from estate taxes and can be delayed until all family members have first been provided for.

Please call (405) 271-7400 or 1-800-522-0211 extension 7400, or e-mail the OMRF Development Department for details.