Caring for a Lifetime with Planned Gifts
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 PLANNED GIVING DEFINED

Planned Giving refers to charitable gifts that are usually deferred until some future time.  Planned charitable gifts are beneficial and should be considered when financial or estate planning is considered.  Planned Gifts have lasting value ... to Oakland Family Services by helping to fund our programs far into the future... and to donors and their loved ones through valuable tax benefits and in many cases, income for life.

Potential Benefits of Planned Gifts:
  • Enjoy a significant tax deduction
  • Increase current income
  • Provide additional retirement income
  • Avoid capital gains tax
  • Pass assets to family at a reduced tax cost
  • Make significant donations to charity
 THE OFS ENDOWMENT FUND
THANK YOU for taking the time to learn about our plans to secure a strong future for Oakland Family Services.  Our work with children and families has contributed to stronger and safer communities since our founding in 1921.

OUR COMMITMENT is to create an organization with the financial strength to last forever.  It is more challenging now than ever before to keep our commitment and achieve this goal.

WE ASK that you please consider making a commitment to help secure the future of Oakland Family Services.  These pages describe various ways of making charitable planned gifts to the Oakland Family Services Endowment Fund or for the general charitable purposes of our organization. 

TOGETHER we can provide what no one person or family can do alone -- the knowledge that someone will always be there, that someone will care for a lifetime.

THANK YOU for your interest and support.

How You Can Help!
Donors can leverage their support for Oakland Family Services through qualified gifts of:
WILLS OR BEQUESTS

CHARITABLE GIFT ANNUITIES

CHARITABLE REMAINDER TRUSTS

POOLED INCOME FUNDS

LIFE INSURANCE



Please contact Sandy Morrison, Vice President of Development,
to learn more about how your planned gift could be the gift
of a lifetime for Oakland Family Services and children and families throughout southeast Michigan.

Phone: 248.858.7766, ext 218



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