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7: What Are You Waiting For?

Of course, you've known all along how important estate planning is, right?

It's probably the most important practical thing you'll ever do for your personal peace of mind and the well-being of your family.

For more information about planned giving programs to bring to your attorney, or to learn about creative giving techniques that could enhance your retirement and estate plan, please contact us.

Consider making a gift through your will or trust.
Here's the language you'll need.

Please contact us so that we can assist you through every step of the process.

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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

The gift planning information presented on this Planned Giving website of Operation Mobilization is not offered as legal or tax advice.
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Need Help or Other Questions?

Please contact us at Info.us@om.org or by calling at 1-770-631-0432 (8:30am – 4:30pm Eastern).

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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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