Planned Giving Home

Welcome to the Ozanam Foundation

Thank you for your interest in Ozanam and the Ozanam Foundation. The Ozanam Foundation is a not-for-profit corporation established in 1992 as a separate 501(c)(3) organization. Its mission is to provide financial support to Ozanam. This is accomplished by providing earnings from the Foundation to support the general operations of Ozanam and also by supporting specific programs through the earnings from designated funds. We invite you to read some of the children's success stories and learn more about how your support makes a difference in young lives.

Our hope is to serve you and your family with helpful information that can help you, in addition to the boys and girls at Ozanam. We have an increasing number of friends 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.

Benefits for Family and Ozanam

There are several types of plans. Many of these have wonderful benefits for the gift donors, who have enjoyed increased income and generous tax savings. The articles below related to gifting are for illustrative purposes, and the names and images may or may not be an actual donor to Ozanam. Just click on the picture and you can view each story.

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 Ozanam. More on Easy IRA Gift >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

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.

Paul Gemeinhardt
Consultant to the Foundation

Thanks very much for visiting us! Judy Hart, Sr. VP of Development at Ozanam, and I would be very pleased to help you. Simply click here to e-mail us at your convenience.