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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.
 | Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
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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