Planned & Legacy Giving

At OCCTAC, your commitment to equity, creativity, and community lives on through the lives we touch every day. Planned and legacy gifts allow you to make a meaningful impact—now and for years to come—by supporting innovative arts, education, and therapy programs that uplift low-income, special needs, and older adult populations. Whether you’re considering a bequest in your will, designating OCCTAC as a beneficiary, or exploring other planned giving options, your generosity creates a lasting legacy of transformation, hope, and opportunity.

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Ways to Give​

Gifts can be made through a variety of planned giving vehicles, including your will, trust, or retirement accounts:

• Bequests
  Include OCCTAC in your will or living trust by designating a specific amount, percentage, or asset such as cash, personal property, securities, or a grant from your Donor Advised Fund.

• Retirement Plans
  Name OCCTAC as a beneficiary of any unused funds in your IRA, 401(k), or other retirement accounts. This option may offer tax advantages to your estate.

• Life Insurance
  Designate OCCTAC as a full or partial beneficiary of your life insurance policy to make a meaningful gift without impacting your current finances.
   

Benefits of Planned Giving​

• Leave a legacy that reflects your values and commitment to equity, creativity, and opportunity.

• Receive official recognition in OCCTAC’s Annual Report and on our website.

• Enjoy invitations to exclusive OCCTAC donor appreciation events.

• Potential income tax deductions or estate tax benefits, depending on the gift structure.

• Peace of mind knowing your generosity will support generations to come.

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Let’s Start the Conversation​

Have questions or ready to share your plans with us?
We would be honored to connect with you and support your giving journey.

Please contact our team at donate@occtac.org or call us at 714.547.5468