UCP Oklahoma Wills and Bequests

Planned giving is an important part in insuring the future of United Cerebral Palsy of Oklahoma's work with children and adults with disabilities.

Through planned giving, it is possible for donors to meet their individual needs while at the same time helping a charitable organization they trust and believe in. There also is great flexibility in designing plans from bequests that reduce estate taxes to trusts that preserve income for college tuition or retirement. Many donors have found that deferred gifts to United Cerebral Palsy of Oklahoma can provide valuable current tax benefits while at the same time maximizing estate assets passed on to their heirs.

Here are some ways that donors can remember United Cerebral Palsy of Oklahoma:

Bequest

A bequest enables you to name UCPOK as a beneficiary in your will. A bequest may consist of cash, securities, real property, or all or a percentage of a residuary estate. It may also consist of a trust set up through your will. While the following wording for bequests is offered for your consideration, UCPOK urges you to consult a legal or financial advisor in preparing a planned gift.

"I hereby give, devise, and bequeath to United Cerebral Palsy of Oklahoma, Inc., a nonprofit corporation which has its principal offices at 10400 Greenbriar Pl., Ste 101, Oklahoma City OK 73159

. . . the sum of $ (amount)." (for a gift of a fixed amount), .....
or an amount equal to _____% of the value of my estate." (for a gift as a percentage of an estate), or
. . . whatever remains of my estate (or _____% of whatever remains of my estate) after all specific bequests have been made and after all taxes, fees and other costs of
administering my estate have been paid." (for a gift as a residual of an estate)

Charitable Remainder Trust

A Charitable Remainder Trust can be established by an individual who desires income for either a fixed period of time or for the remainder of his or her life. Such a trust enables the donor to obtain a current charitable deduction and avoid capital gains tax while making a meaningful gift to charity. Lower dividend assets are transferred to UCPOK to obtain a higher dividend return. The remainder of the assets are passed on to UCPOK following the death of the donor and the donor's beneficiary, or at the expiration of a fixed period of time. Trusts may be funded with many types of assets, including cash, certificates of deposit, appreciated securities, real property, closely held business interests, and bonds or other tax-exempt securities

To request information about how you can structure a gift to fit your financial circumstances, please contact:

United Cerebral Palsy of Oklahoma. Inc.
10400 Greenbriar Pl., Ste 101
Oklahoma City OK 73159
405.759.3562
Fax 405.759-3574
oklahoma@ucpok.org

Your gift will help to insure the continuation of our programs and services into the future.

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