Just A Quick Call
On the other end of the line, a long-time supporter of Owen County and the OCCF wanted to let us know she was working with her attorney on an update to her will and wanted to confirm the legal name of the OCCF, the exact names of two funds she was specifying in her will, and our federal identification number, sometime called an EIN. So, I said, “the Owen County Community Foundation, Incorporated,” read off the names of the two funds, and gave her our EIN, 35-1934464 (hint, hint). We chatted about health and weather, I thanked her two or three times, and said “goodbye.” That was it. Just a quick call.
In less than five minutes, our Owen County loving donor could get all the information she needed for her attorney to complete changes to her will, let your OCCF know about the gift, and set in motion her personal plan to help our communities become better places to live, grow, and work.
In the same five minutes plus the two it took me to record her wishes on her donor record, our volunteer board of directors got a little snapshot of a gift that may come to OCCF someday so they can roughly estimate the future growth of this local charity. I say “may come to OCCF” because the donor wasn’t making a promise or a pledge. She was just letting us know the gift was going in her will now. People can change their wills as many times as they want to go to the trouble of changing it. Letting us know doesn’t commit our donor, it just keeps all parties informed of a future plan. And by the way, you can share an estimated amount if you want to, but many times we just get a note or a call about the gift – not any dollar amount. That’s up to you.
So, if you’ve got five minutes, you can do an awful lot of good.
If you are interested in making a gift to help your community through your will, we have a supply of “will kits” that we can provide (at no charge) that will help you with the planning process so you can make the most of your meeting time with your attorney. We also include some helpful options and details about different ways you can support OCCF or other charities in your will’s giving plan. Call or email and we’ll send one out – and I won’t bug you about it later.
Once you finish your plan or your will, give me a quick call if you’ve decided to include your OCCF in your plans. We’d love to know about your intended gift to help with our planning and to make sure we know exactly what you want us to do with your gift. And on top of that, give us a chance to say “thanks” to you personally.
So here’s your underlined summary of the week: Owen County Community Foundation, Inc. 35- 1934464 (hint, hint).
For more information about planning for charitable giving in your will or other questions about your OCCF, give me a call at 829-1725, email me at firstname.lastname@example.org, visit us online at www.owencountycf.org, or stop by and visit in person at our office at 201 W. Morgan in Spencer (second floor of the Owen County State Bank building).
Your Community Foundation is committed to helping our communities become better places to live, grow, and work.
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