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. 

Dr. and Mrs. Harold Kai Tu We welcome Dr. and Mrs. Harold Kai Tu to the Robert V. Walker Society. Dr. Tu has been in private practice for 15 years in Omaha, Nebraska and previously was Director of the residency program at UNMC. More on Dr. and Mrs. Harold Kai Tu >>.

Giving and Volunteering - A Special Part of Their Lives Oral and Maxillofacial Surgery has given a lot to Dr. Jim Davis, who has been practicing in Tallahassee, Florida, since 1979. "This specialty has provided me a wonderful living, a fantastic challenging career, and a deep source of personal pride," he said. More on Giving and Volunteering - A Special Part of Their Lives >>.

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 >>.

A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for his medical association foundation. As an individual who had directly benefited from its work, Thomas wanted to thank them with a gift from his estate. More on A Bequest to Save Taxes >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.