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Planned Giving & Memorial Gifts

Planned Giving

Over the years, many generous friends of OWL have helped spread literacy and promote community involvement by including OWL in their estate plans. The generosity and vision of these special friends make a crucial difference in OWL’s ability to strengthen and grow and thereby to continue to provide, free of charge, the many valuable services that OWL offers to all our residents.  Please consider extending your lifelong support by remembering OWL in your will or trust.

What is gift planning?  It allows you, the donor, to make a charitable gift now or after your lifetime. Such a gift is flexible; it can be revised or revoked at any time. Planned giving also permits certain advantageous tax benefits to the donor.  Donors often think they must have a certain level of worth and that there are only two options, making a cash gift or a will bequest. There are, however, many alternatives. Those include gifts of appreciated stock, annual retirement plan distributions, life insurance policies or annuities.  Additionally, various types of trusts can be used to achieve your goals. Even a small gift will have a big impact. Remembering OWL is an enduring statement of your belief in the importance of learning to our community. If you decide to include OWL in your will or trust, please inform us so that we can recognize your generosity.

We encourage you to consult with your financial advisor to ensure that your vision is recognized. To view language that might be used to convey certain commonly bequeathed assets, please click here.

 

Memorial Giving

To honor the life of a friend or family member, please consider requesting that donations be given to OWL in lieu of flowers. In so doing, you would thoughtfully commemorate the spirit of a loved one in a meaningful way.

If you would like to make a gift today in memory of someone, please click here.

 

To explore ways to support OWL’s future by planned giving or memorial giving, please get in touch with Ann Marie White, Library Director, at awhite[at]owlibrary.org or 860-567-8030.