Ways You Can Give

3: One Size Does Not Fit All

As you can see, estate planning can be as simple as writing a will and completing the documents that will address income, medical needs and care for minor relatives.

There are ways to organize and prepare to work with an advisor that will help make the process easier, including:

  • Take a complete inventory of your personal property and assign realistic values to your assets. You can find tools online to help you estimate what your home, car, and other property is worth.
  • Make a list of your beneficiaries, making note of any special needs or considerations you want to discuss. Remember, beneficiaries may be organizations and charities such as Operation Mobilization, as well as individuals.
  • Keep your spouse in the loop from the get-go. It's not only a matter of respect and consideration, but coordinating your plans often leads to additional savings for the estate. You may also choose to discuss your plans with other trusted family members or friends.
  • Choose an attorney you trust and bring your inventory and notes with you to ensure that you give them a complete picture of what you want and need in your estate plan.

Next: Minimizing Your Tax Liabilities

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Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Greg Krumbach
Greg Krumbach
Senior Regional Development Director
PO Box 444
Tyrone, GA 30290-0444
greg.krumbach@om.org
770-692-5187
Need Help or Other Questions?
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Make donations of Stock Shares

  • Make donations of Stock Shares
    Operation Mobilization USA (OM) is happy to receive gifts of stock shares of publicly traded companies. In order to do this, please instruct your broker to transfer the shares to OM’s broker as follows:
    Wells Fargo Advisors DTC # 0141
    Account # 4181-5468
    Phone: 503-603-2141
    Broker: W. Todd Frye
    OM's Tax ID: 22-2513811
    OM will send you a letter acknowledging your gift, including the name of the stock, number of shares and the date OM received the stock into its account. It is OM’s general policy to sell the stock shortly after the gift is made. OM will not report value, which is standard practice for Gifts-in-Kind. Please consult your tax advisor for deductibility and record keeping.
  • Per OM USA Board policy, OM USA accepts gifts subject to donor designations. However, in accordance with IRS requirements, all gifts are given to and must be treated as belonging fully to Operation Mobilization and are subject to its control. The IRS requires that OM have the power to modify any restriction or designation if, in its sole judgment, such restriction becomes, in effect, unnecessary, incapable of fulfillment or inconsistent with the charitable purpose of Operation Mobilization.

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