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Welcome to the Oral & Maxillofacial Surgery Foundation Planned Giving
Thank you for your interest in Oral & Maxillofacial Surgery Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at OMSF who now are benefiting from life income gifts and other plans. Thank you for taking the time to explore the benefits of gift planning.
Benefits for Family and Oral & Maxillofacial Surgery Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story. We are proud to share Dr. and Mrs. Davis' story as a first example of OMSF donors. We are building this section to include more OMSF donor stories. The stories which follow are examples of various ways to make charitable estate gifts.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact fkurtz@aaoms.org.
If you are a professional advisor, you may take the following steps on this site.
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