Planned Giving

ORTHOPAEDIC TRAUMA, MY LIFE, MY CAREER, MY PASSION

PLANNED GIVING – LEAVING A LEGACY – GIVING BACK

Often people want to support programs and missions that are important to them but due to the time in their career and numerous financial commitments at that time are unable to do so.

Did you know there are numerous ways to provide for your favorite charity/organization while satisfying your financial goals, family’s future, utilize tax benefits and satisfy your personal values.  Planned gifts can be made with cash, but many planned gifts are made by donating assets such as appreciated stock, real estate, art pieces or business interests - the possibilities are endless.  You can leave OTA as a beneficiary in your life insurance policy, or will.  Planned gifts can provide valuable tax benefits too.

 

OTA ENDOWMENT GIVING – A TIMELESS LEGACY

 

Strengthen OTA’s permanence with an endowment gift.  A gift to the endowment ensures future generations of orthopaedic traumatologists the highest educational and research opportunities and continued improved patient care.

Are you thinking of a “Legacy Gift” with a “Named Opportunity” that will go on in perpetuity?  You can contribute your planned gift to the endowment fund and retain an annual “named” grant which will support your favorite area of education or research in orthopaedic trauma.

An example of a $1,000,000 endowment gift earning 5% interest would provide a $50,000 annual named grant for any of the following areas:

  • OTA Research Grants
  • Resident Education Courses
  • Fellows Education Courses.
  • COTA Fellowship Grants
  • International Research Grants
  • Specialty Day Courses
  • Annual Meeting Support

 

DON’T HESITATE - NOW IS THE TIME TO PLAN FOR YOUR FUTURE NEEDS AND WANTS – TALK WITH YOUR LEGAL OR FINANCIAL ADVISOR ABOUT A PLAN THAT WORKS FOR YOU!

Yes, I want to learn more about planned giving - Call Bonnie Emberton, OTA Fund Development Project Manager at 847-430-5141 or email at emberton@ota.org.

OTA is a 501(c)(3) organization; all contributions are tax-deductible to the extent permitted by law.