Adult Day Services-Otsego Haus
Caregiver Support Group
Creating Confident Caregivers Workshop
Donations and Planned Gifts
Educational Breakfast Series
Fall Reduction Programs
Grandparents Raising Grandkids
"Living Well" Workshop
Medical Resource Department
Medical Transportation Program
Medicare/Medicaid Assistance Program (MMAP)
Parkinson Support Group
Tax Assistance Program
Technology & Aging
Make a Planned Gift!
Thank you for considering a donation to OCCOA's Planned Giving Program! Those who wish to leave a legacy now have an opportunity to do so through this program, which offers charitable giving opportunities beyond simple donations.
Why make a planned gift to OCCOA?
You may be able to enhance your own and your family's financial well-being through advanced planning while showing your generosity to a favorite cause, such as OCCOA, possibly reducing taxes on your estate and having more funds available for charity than you ever expected.
How can you make a planned gift to OCCOA?
Does OCCOA offer financial, legal, estate planning, or tax advice?
Although OCCOA does not offer financial, legal, estate planning, or tax advise, our management team can provide general information regarding which method of giving would work best for you.
Are bequest designations revocable?
Bequest designations in a will, insurance policies, retirement plans, or revocable trusts are generally revocable and may be changed by you at any time.
Can I make changes to my planned gift once I've made it?
Charitable gift annuities and certain trusts are irrevocable. Funds may not be returned once transferred. Some gift plans work well with cash and others with appreciated assets, such as stock, or with property.
Your own legal and financial advisors can help you complete any planned gift!
I would like to make a planned gift or need more information! Please contact me: click here
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