You can make a planned gift by simply changing the beneficiary designation on one or more of these accounts. Ask your bank or broker for the appropriate beneficiary form.

If you have set up a donor-advised fund, or DAF, with another foundation or investment company, you can designate the OCF as full or partial beneficiary of the remaining balance of the fund. Of course, you can also make annual gifts or periodic recurring gifts to the OCF through your fund.

Naming the OCF as a full or partial beneficiary of one or more of your IRA, 401(k), 403(b), SEP or other retirement plans has positive tax benefits because, as a public 501c3 charity, the Foundation will receive this donation without taxation, whereas your family members or other individuals would have to treat this gift as personal income as funds are withdrawn under IRS requirements.

If you are ago 70 and 1/2 or older, you can make "qualified charitable distributions" (QCDs) to charities like the OCF directly from your IRA in a total yearly amount up to $105,000, or $210,000 if your spouse is also over 70 and 1/2. Since you have already gotten a deduction for your IRA contributions, the amount of your QCD contribution will be treated as a direct credit to your Adjusted Gross Income (AGI) and is limited to that amount.

You can designate the OCF as a partial or full beneficiary of one or more of your life insurance policies. To do so, request a new beneficiary form from your insurance company. If you transfer an entire policy to the foundation or take out a new policy naming the OCF as the sole beneficiary, all future premium payments will be tax-deductible.

A charitable remainder trust (CRT) is a type of irrevocable trust that allows donors to give assets to charity like the OCF while still receiving annual income for life or for a specific period of time. The remaining assets go to charity.

A charitable lead trust (CLT) is a type of irrevocable trust that gives annual financial support to charities like the OCF for a set period of time, and then gives the remaining assets to other beneficiaries.

You can add a codicil or an amendment to your will or living trust to name the OCF as a beneficiary. You may leave a percentage of your estate, or bequest a certain financial asset or a property, or endow a permanent grant (see description below).