We invite you to include Optometry Giving Sight in your estate plans
This is a wonderful way to ensure a strong future in supporting access to vision care in the developing world. The tax benefits are nice as well.
Your commitment will be a lasting legacy in fulfilling our mission to create sustainable eye care programs.
Gifts of Appreciated Securities
With gifts of stock or other long-term (one year or more) appreciated securities you can make a significant contribution without affecting your cash-flow.
Please follow the easy steps below:
- If your stock is held in certificate form please contact us on how best to make your contribution.
- Work with your broker to transfer the stock to Optometry Giving Sight’s brokerage account at:
Wells Fargo Advisors
Optometry Giving Sight account # 6335-1772
DTC # 0141
Federal Tax ID# 27-0131388
Making a bequest in your will to support Optometry Giving Sight is the most common way to make a lasting and impactful commitment. Your bequest can be a percentage of your estate or a specific dollar amount.
Sample bequest wording:
I give (bequest amount/percentage) to Optometry Giving Sight, Inc., Sydney Australia, with an office in Golden, Colorado, a U.S. 501(c)(3) organization, for general use / scholarships for students in / etc.
Beneficiary Designations – IRAs, life insurance, bank and other accounts
One of the easiest ways to support our mission through your estate plan is to designate Optometry Giving Sight as a Transfer on Death (TOD) beneficiary for any number of your fund types that can include: retirement funds such as your IRA or 401k, bank accounts, stock or mutual funds and life insurance. There will be no income tax to your heirs or estate tax and the funds will come to us tax free as a charitable donation.
Charitable Remainder Trusts
Establishing a charitable remainder trust (CRT) provides the opportunity to make a substantial gift while realizing excellent benefits for you and your family. These include:
- Receive income for life or lives or for a term of years.
- Avoiding capital gains tax on the sale of appreciated property.
- Receive a charitable tax deduction for the remainder value of your gift.
- Create a lasting legacy for your contribution.
The Legacy Society
The Legacy Society recognizes individuals who have included a commitment to Optometry Giving Sight in their estate plans. If you have already included Optometry Giving Sight in your plans we hope that you will let us know as this helps to ensure that your gift intention will be used in the way you wish. We are happy to include you in The Legacy Society as an anonymous member if you prefer.
Please consult with your financial or other advisor in determining how best for you and your family to include Optometry Giving Sight in your estate plans.