Legacy Giving

In today’s modern landscape, there are many ways to support an organization that’s close to your heart, from volunteering to numerous charitable planning strategies. Depending on the type of support you’d like to give and how much, structured giving vehicles can help donors arrange and meet their philanthropic goals. Charitable giving can also play an important role in estate, tax, and financial planning, serving as a strategic catalyst for maximum impact.

Rather than simply writing a check, you may be able to generate even more impact through other methods for your charitable planning. There are a variety of options available depending on the extent and timing of your charitable support, as well as the desired tax benefits you wish to receive.

Please let us know if you are interested in our legacy program and let us arrange a meeting with the Great Oak Executive Director, our financial team and an experienced charitable planning advisor that will help educate you on the option(s) that would be most appropriate for your consideration.