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Make the dream of economic self-sufficiency part of your legacy by remembering ORT America in your estate plans. Leaving a gift for future generations of ORT students can be as easy as adding a codicil to your will. You can give a specific amount, a percentage or the residue of your estate. You can even name ORT America as a contingent beneficiary. 

If you are interested in developing a personalized gift plan and want to discover which gift options are right for you click here and follow ORT’s Gift Guide.  

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To expedite your good intentions, here's a recommended clause for making an outright, unrestricted bequest to ORT America:

"I hereby give, devise and bequeath to ORT America Inc., a not-for-profit corporation, having its principal offices at 75 Maiden Lane, 10th Floor, New York, NY 10038, or its surviving organizations, (Insert description of gift) to be used for its general, charitable and educational purposes."

A charitable bequest allows individuals to retain use of and control over their assets during their lifetime, and remains fully revocable.

When you advise us in writing of the date you executed a will, naming ORT America, Inc. for a charitable bequest; we can confirm your joining the de Gunzbourg Society.

Membership in the Heritage Club of the de Gunzbourg Society is conferred upon individuals making an irrevocable planned gift of $50,000 or more.

Bequests are also the final expression of a life of caring and concern. Express yourself now by making a gift for the future.

ORT America has several Planned Giving programs that can be tailored to your individual financial needs. If you are interested in discussing this very important topic, please contact Senior Director of Planned Giving Hugh Williams at 800.519.2678, ext. 226, or e-mail plannedgiving@ortamerica.org.

This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors.

 

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Supporting ORT America
Joining Us | Giving Options | Planned Giving | Corporate Partnerships | Giving Societies
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PLANNED GIVING OPTIONS
Bequest: Defer your gift until after your lifetime.

Charitable Remainder Trusts: Two ways to "give away the tree, but keep the fruit."

Gift Annuity: Earn partially tax-free income for life at a return rate of up to 9.5%.

Deferred Gift Annuity: A gift that pays a higher interest for life.

Life Insurance: An affordable way to make a substantial gift.

Pooled Income Fund: A way for you to share the wealth.

Real Estate: Three ways to give and gain.

Retirement Plan Assets: Will your IRA be taxed twice?

Named Endowment Fund: Create a lasting tribute.


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