Gift in Your Will or Living Trust
Deepen Your Connections
You want to leave money to Omega in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.
In as little as one sentence, you can complete your gift. This type of donation to Omega in your will or living trust helps ensure that we continue our mission for years to come.
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to Omega. As the family grew to include three children, Tom and Martha decided to revise their gift to ensure their children's future financial security.
They met with their attorney and revised the gift language so that Omega received a percentage of their estate, instead of a specific amount. Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
Not Sure How to Begin Planning?Download My FREE Personal Estate Planning Kit
- Contact Veronica Fitzgerald at 845.266.4444, ext. 402 or veronicaf@eOmega.org for additional information on bequests or to discuss more about the different options for including Omega in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Omega in your plans, please use our legal name and federal tax ID.
Legal Name: Omega Institute for Holistic Studies, Inc.
Address: 150 Lake Drive, Rhinebeck, NY 12572
Federal Tax ID Number: 23-7233306
View and download your FREE copy of A Guide to Making Your Will.View My Guide