Planned Giving

Realize Your Philanthropic Dreams With A Legacy Gift

When you make a bequest or other planned gift commitment to OSB you will join a remarkable group of individuals and families who provide vital funding for the future and guarantee that our school will continue to deliver an exceptional educational experience for many years to come.

Planned gifts offer a unique opportunity to support OSB while taking advantage of tax incentives and providing for your family at the same time. There are many ways to make a planned gift such as naming OSB in your will, as a beneficiary of your retirement fund or life insurance policy, or setting up a gift annuity that provides income and tax benefits.

Julius Friedlander Society

Named for the Founding Principal of OSB, the Julius Friedlander Society honors and recognizes the generosity of individuals and families who have included OSB in their estate plans. No matter the size of your planned gift commitment, we are truly grateful for your thoughtfulness.

We invite you to review the options listed below to consider which one might be right for you.

Is OSB already in your estate plans? Please let us know by submitting our Notification Form so that we can properly thank you and make sure your gift will be used as you've intended.

For more information, please contact communications at 215.877.0313, Ext. 264 or at communications@obs.org.

Estate Giving Options

Bequest

Make it easy with the most popular type of planned gift. Simply make a provision for OSB in your written and executed will.

SAMPLE WORDING:
I give, devise and bequeath to Overbrook School for the Blind, a non-profit organization in the Commonwealth of Pennsylvania, the sum of $_____ (or _____% of my estate) (or all of the residuary of my estate) to be used for general support (or for the support of a specific fund or program.)

Beneficiary Designation

You may designate OSB as a beneficiary of a retirement plan, savings or brokerage account, or donor advised fund. You may assign OSB a specific dollar amount or define a percentage of your account. In most cases you will find the beneficiary designation forms at your online account site and it only takes a few minutes to fill out the form with the correct information.

Life Insurance

There are several ways to provide support through your life insurance policy including:

Naming OSB as the beneficiary of you existing life insurance policy
Donating an existing paid-up life insurance policy you no longer need
Purchasing a new life insurance policy and naming OSB as the beneficiary

We recommend that you contact your insurance company to discuss the best options for your situation.

Charitable IRA Distribution

If you 70 ½ or older, you are eligible to make a gift of any amount up to $100,000 annually directly from your IRA to OSB. While there is no charitable deduction, these gifts qualify for your required minimum distribution (RMD) and do not count as income for federal income tax purposes.

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Realize Your Philanthropic Dreams With A Legacy Gift

Julius Friedlander Society

Estate Giving Options