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. Frost Makes a Gift to "Pay Forward" "I believe oral and maxillofacial surgery has given me an opportunity for a good life with a wonderful future. Giving to OMSF through a planned gift is a way to pay forward for the help others have given me," says Dr. David E. Frost. More on Dr. Frost Makes a Gift to "Pay Forward" >>.

Sale and Unitrust Gene, a surgeon, and his wife, Carol, purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of the nonprofit for which they volunteered. They wanted to create a legacy to provide future support to continue its mission. More on A Bequest to Further Good Work >>.

Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Bequests Dr. Joe Anderson and his wife Anna have been faithful supporters of the foundation of Joe's medical association. They believe it is important to support and encourage the foundation's mission. More on Bequests >>.

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 Personal Planner.
• 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.