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.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of their favorate charity. They wanted to create a legacy to provide future support to continue the mission of the organization. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

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.