Support
our mission to help older adults with a donation to Kendal at Oberlin
Outright Gifts of Cash or Securities
Throughout the year, Kendal welcomes gifts of outright contributions
including cash, securities, life insurance and other marketable
collectables that can bring the community an immediate benefit.
There are favorable tax advantages involving both income and capital
gains taxes, associated with many outright gifts. Now you can make a donation to Kendal right here on our web site. If you wish, you can designate your gift in honor or memory of a special person, and you can designate where your gift should be used. You can even donate anonymously. Kendal at Oberlin has partnered with Groundspring.org to process your donation safely and securely.
Planned Gifts
These are gifts made over a period of time, and which are structured
to meet your specific financial objectives while also benefiting
Kendal at Oberlin. These goals may include transfer of assets
to your heirs, an additional income stream for retirement, or
even assisting a family member with college expenses. Planned
gifts offer significant advantages of favorable income, capital
gains and estate tax savings. Considerations include a range of
gift instruments including Charitable Gift Annuities, Charitable
Remainder Unitrusts, Charitable Remainder Annuity Trusts and a
Pooled Income Fund. Donors transfer cash or other assets to our
organization but retain an income from the assets for life.
About Charitable Gift Annuities:
As individuals seek financial planning that can serve both their needs and an organization like Kendal, some Kendal at Oberlin donors have found a Charitable Gift Annuity offers advantages. Learn More...
About the Charitable Remainder Unitrust:
The Unitrust is a separately invested irrevocable trust for which an individual, bank or other organization can be named trustee. Under very special circumstances, even the donor can be trustee. Learn More...
Such
gifts can be earmarked for any purpose you wish. Kendal can arrange
a personal appointment to provide expertise in a personalized
gift planning strategy that can serve you, Kendal or even another
not-for-profit organization’s objectives.
All gifts to Kendal at Oberlin, whether restricted or unrestricted,
are tax-deductible since Kendal at Oberlin is a 501 (c) (3) organization
under IRS regulations.
We welcome your gifts. Please make your check payable to
Kendal at Oberlin
and indicate the program or purpose you wish to benefit.
If you have an interest in a personal, confidential appointment
to discuss a gift planning strategy that can serve you best, please
contact our administration office.
Kendal at Oberlin
600 Kendal Drive
Oberlin, Ohio 44074-1900
440-775-0094 or toll-free 1-800-548-9469
bthomas@kao.kendal.org
Kendal at Oberlin is registered as a charitable organization with
the State of Ohio. A copy of our official registration may be
obtained from the Attorney General, State of Ohio. |