A Plan for the Future A longtime educator and former Marine, Nola Casey traveled the world, but her heart remained in Oklahoma with Mason High School. Nola believed in the importance of education, and before her death she created a plan in her will to share those values with others. By gifting her estate to the Oklahoma City Community Foundation, she created a scholarship fund to help students graduating from Mason High School attend college. “The Nola Casey Scholarship is making my dream of graduating college debt-free possible,” said Garret Crawford, a recipient of the Nola Casey Scholarship. To learn how the Oklahoma City Community Foundation can help you make a plan for the future of your estate, visit occf.org/wills.
Planning Your Legacy It’s never too early to begin planning for the future. The Oklahoma City Community Foundation can help you create a charitable plan that fulfills your unique needs and goals at every life stage. We offer a variety of giving options that can provide future income, care for your family after you are gone, offer estate tax savings and leave a lifetime legacy to charity.
Giving Options •Leave a gift in your will. •Make a gift of appreciated assets like real estate, oil and gas royalty interests or widely- and closely-held stock, bonds and mutual funds. •Name an endowment fund as beneficiary of your retirement account or life insurance. •Use your IRA annual distribution for a charitable rollover gift. •Create a charitable gift annuity to take advantage of recently-increased rates.
Visit occf.org/yearend to learn more! Questions? Contact Joe Carter | j.carter@occf.org | 405/606-2914 Annual Report 2018
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