The Optics Trust is a distinguished group of individuals who have included the OSA Foundation in their wills and estate plans.
There are several ways to make a bequest to the Foundation. Consider donating a specific dollar amount or a percentage of your estate. Alternatively, a residual of your estate may be directed to the OSAF. We strongly advise consulting with a professional tax advisor or estate planning expert when planning an estate-related gift.
For more information please contact our staff.
On June 14, 2018, The OSAF partnered with Towneley Capital Management to provide our members and donors with this two part webinar on Estate Planning and Charitable Giving. If you were not able to tune into the webinar, you can watch the recorded program here.
The webinar was facilitated by Martin Shenkman, Esq. who is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including the Wall Street Journal, Fortune, Money, the New York Times, and others.
Recent Optics Trust Members
|David N. and Lisa M. Fittinghoff
||Grace T. and Robert M. Klonoski
|Joseph A. and Mary A. Giordmaine
Optics Trust Founding Members
||G. Michael Morris
||Margaret Murnane & Henry Kapteyn
|Robert A. Fisher
|Arthur Guenther *
||Anthony E. Siegman *
||Boris Stoicheff *
|Choo Hie Lee
||Eric Van Stryland
|Sang Soo Lee *
Suggested Bequest Language
Sample Language for Remainder of Estate
"I give, devise, and bequeath to the OSA Foundation, Inc. Tax ID 71-0913500, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal. The OSA Foundation may be contacted at 2010 Massachusetts Avenue, NW, Washington, D.C. USA 20036, +1.202.416.1416
Sample Language for Specific Amount
"I give, devise, and bequeath $____ to the OSA Foundation, Inc. Tax ID 71-0913500. The OSA Foundation may be contacted at 2010 Massachusetts Avenue, NW, Washington, D.C. USA 20036, +1.202.416.1416
*These are merely suggestions as to content and should be written or adapted with the guidance of the individual's legal counsel.