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Planned Giving - OATS

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data-settings="{&quot;background_background&quot;:&quot;classic&quot;}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fd78e0d" data-id="fd78e0d" data-element_type="column"> <div class="elementor-widget-wrap"> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-5ecd15b elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="5ecd15b" data-element_type="section" data-settings="{&quot;background_background&quot;:&quot;classic&quot;}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-25301935" data-id="25301935" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-55278a95 elementor-widget elementor-widget-heading" data-id="55278a95" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h1 class="elementor-heading-title elementor-size-default">Leave a legacy by transforming the lives of older adults</h1> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-4d3ab5d4 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="4d3ab5d4" data-element_type="section"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-131c0974" data-id="131c0974" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-15a49a49 elementor-widget elementor-widget-spacer" data-id="15a49a49" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> <div class="elementor-element elementor-element-7924f803 elementor-widget elementor-widget-text-editor" data-id="7924f803" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <h4 class="p1"><span class="s1">A gift to Older Adults Technology Services (OATS) from AARP in your will, trust, or by beneficiary designation ensures your values carry on past your lifetime. This is one of the most popular ways to support a charity—and for good reason.</span></h4><p class="p1"><span class="s1">OATS helps older adults learn to use and leverage technology to transform their lives and their communities. Through its flagship program, Senior Planet, OATS works closely with older adults to create extraordinary experiences in-person and online. As one of AARP’s charitable affiliates, the mission of OATS is “to harness the power of technology to change the way we age.”</span></p><p>There are many benefits to legacy giving:</p><ul><li>You retain control of your assets during your lifetime.</li><li>There is no minimum amount; you can leave a gift of any size.</li><li>You can easily modify your plans to address your changing needs.</li></ul> </div> </div> <div class="elementor-element elementor-element-13638645 elementor-widget elementor-widget-spacer" data-id="13638645" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-f814fca elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="f814fca" data-element_type="section" data-settings="{&quot;background_background&quot;:&quot;classic&quot;}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b659457" data-id="b659457" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-14dce2f elementor-widget elementor-widget-spacer" data-id="14dce2f" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> <div class="elementor-element elementor-element-73a0e56 elementor-widget elementor-widget-heading" data-id="73a0e56" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h2 class="elementor-heading-title elementor-size-default">Discover your giving options</h2> </div> </div> <div class="elementor-element elementor-element-20118a7 elementor-widget elementor-widget-spacer" data-id="20118a7" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-4084a7d elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="4084a7d" data-element_type="section" data-settings="{&quot;background_background&quot;:&quot;classic&quot;}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-584fbb1" data-id="584fbb1" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-1481c5e elementor-widget elementor-widget-heading" data-id="1481c5e" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">Gifts by beneficiary designation</h4> </div> </div> <div class="elementor-element elementor-element-b2c8176 elementor-widget elementor-widget-text-editor" data-id="b2c8176" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>You can support life changing education for seniors and redefine aging in America by simply naming OATS as a beneficiary of any of these types of accounts:</p><ul><li>Funds from an IRA, 401(k), or other qualified retirement plan.</li><li>A fully paid life insurance policy.</li><li>Certificates of deposit.</li><li>Bank accounts.</li><li>Brokerage accounts.</li><li>Contributions remaining in a donor-advised fund.</li></ul><p> </p><p><strong>To name OATS as a beneficiary of an account, follow these simple steps:</strong></p><ol><li>Request a beneficiary form from your bank or plan administrator. This form—not your will—determines how these assets are distributed after your lifetime.</li><li>Write in “Older Adults Technology Services, Inc” as a beneficiary (or partial or contingent beneficiary) using our current business address: OATS from AARP, 236 West 30th Street, Floor 8<br />New York, New York 10001. </li><li>If the form requests a Social Security number, use our tax identification number: 55-0882599.</li></ol> </div> </div> <div class="elementor-element elementor-element-d8f038f elementor-widget elementor-widget-spacer" data-id="d8f038f" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> </div> </div> <div class="elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-62d2f81" data-id="62d2f81" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-e776d68 elementor-widget elementor-widget-heading" data-id="e776d68" data-element_type="widget" data-widget_type="heading.default"> <div class="elementor-widget-container"> <h4 class="elementor-heading-title elementor-size-default">Gifts in your will or trust</h4> </div> </div> <div class="elementor-element elementor-element-b30bb8a elementor-widget elementor-widget-text-editor" data-id="b30bb8a" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <p>Your will or trust allows you to specify how you would like your assets distributed after your lifetime. You can make specific provisions for each of your loved ones, while also supporting the causes close to your heart.</p><p>You can designate a specific dollar amount or percentage of your estate for OATS. You can also make OATS a “contingent beneficiary,” in which case we will receive assets in the event that your primary beneficiary does not survive you.</p><p>To leave a gift to OATS in your will or trust, share this sample language with your advisor or lawyer:</p><p><em>I give and devise to Older Adults Technology Services, Inc, located in Brooklyn, NY, EIN: 55-0882599, [sum or property] ___________ for its unrestricted charitable use and purpose.</em></p> </div> </div> <div class="elementor-element elementor-element-8b082f2 elementor-widget elementor-widget-spacer" data-id="8b082f2" data-element_type="widget" data-widget_type="spacer.default"> <div class="elementor-widget-container"> <div class="elementor-spacer"> <div class="elementor-spacer-inner"></div> </div> </div> </div> </div> </div> </div> </section> <section class="elementor-section elementor-top-section elementor-element elementor-element-601528e9 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="601528e9" data-element_type="section" data-settings="{&quot;background_background&quot;:&quot;classic&quot;}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3095785b" data-id="3095785b" data-element_type="column"> <div class="elementor-widget-wrap elementor-element-populated"> <div class="elementor-element elementor-element-5a2c46bf elementor-widget elementor-widget-text-editor" data-id="5a2c46bf" data-element_type="widget" data-widget_type="text-editor.default"> <div class="elementor-widget-container"> <h4><strong>Tell us about your gift</strong></h4><p>Your gift can inspire others to support older adults in a meaningful way. If you have left a gift for OATS in your will, trust, or by beneficiary designation, please tell us. We would love the chance to thank you and to ensure that your wishes are carried out. </p><p><strong>Please contact us at: </strong><a href="mailto:give@oats.org">give@oats.org</a></p><p><strong>Or write to us at:</strong><br />OATS from AARP, 236 West 30th Street, Floor 8<br />New York, New York 10001</p> </div> </div> </div> </div> </div> </section> </div> </div> </main> <div data-elementor-type="footer" data-elementor-id="238" class="elementor elementor-238 elementor-location-footer" data-elementor-post-type="elementor_library"> <section class="elementor-section elementor-top-section elementor-element elementor-element-34fdb09 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="34fdb09" data-element_type="section" data-settings="{&quot;background_background&quot;:&quot;classic&quot;}"> <div class="elementor-container elementor-column-gap-default"> <div class="elementor-column elementor-col-50 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