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Welcome to Oklahoma Medical Research Foundation Planned Giving Thank you for your interest in Oklahoma Medical Research Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at OMRF who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. Personal Planner Trusts For Creative Spenders Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ... Benefits for Your Family and the Oklahoma Medical Research Foundation There are several types of plans. Many of these have wonderful benefits for the donors. Many of these families have enjoyed increased income and generous tax savings. Just click on the picture and you can view each story. Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. Capital Gains Tax Bypassed Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>. Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Oklahoma Medical Research Foundation. More on Easy IRA Gift >>. Steps to Wise Giving There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process. View the donor stories. View a personal color story for yourself. Read the Personal Planner. View the Personal Finance Note for this week. Learn about personal finance news. Meet our planned giving staff. We are here to help you. Sign up for our free weekly personal finance newsletter. Laura Lang Director of Development & Planned Giving Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. Professional Advisors We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Laura-Lang@omrf.org. If you are a professional advisor, you may take the following steps on this site. View the latest charitable tax news. Research charitable tax questions. Calculate a charitable deduction. Sign up for the free weekly charitable tax e-newsletter. © Copyright 1999-2010 Crescendo Interactive, Inc.