Remember OCA in your Will

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Many people make a profound and lasting difference in the lives of others by including Open Communities Alliance in their estate plans. These gifts are a lasting legacy of your commitment to helping others and they often provide substantial tax advantages. The most common planned gift is a simple bequest through your will or living trust, designating a specific sum, a percentage of your estate, or the remainder of your estate after expenses and gifts to loved ones.

Here is some sample language to get you started:

I give to Open Communities Alliance whose administrative offices are located at 75 Charter Oak Avenue, Suite 1-200, Hartford, CT 06106, a Connecticut non-profit corporation (tax ID 46-4591657), the sum of $_______ [or ______% of my estate; or the property described herein], for its general purposes.

Sample language for a residuary bequest to Open Communities Alliance is:

All the rest, residue, and remainder of my estate, both real and personal, I give to Open Communities Alliance whose administrative offices are located at 75 Charter Oak Avenue, Suite 1-200, Hartford, CT 06106, a Connecticut non-profit corporation (tax ID 46-4591657), for its general purposes.

You should consult your attorney or financial adviser to make a planned gift that best addresses your financial and philanthropic goals. These professionals can also describe the tax advantages involved in your particular circumstances. Please share your estate plans with us so that we can honor your generosity in your lifetime; contact us at 860-610-6040 or by email info@ctoca.org.

  • Open Communities Alliance
  • 75 Charter Oak Avenue
  • Suite 1-200
  • Hartford, CT 06106
  • Phone: 860-610-6040