Planned Gifts

You can support Komen Central and Western Oklahoma in a variety of ways, including through your estate. Including Komen Central and Western Oklahoma in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow Komen Central and Western Oklahoma to continue its mission of fighting breast cancer in its community.

There are many charitable planned giving options available to you. For example, you can make a planned gift to the affiliate by naming Komen Central and Western Oklahoma as a beneficiary of your last will and testament, life insurance policy or retirement plan.

You can also name Komen Central and Western Oklahoma as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.

Below please find examples of specific language that you may use to name Komen Central and Western Oklahoma as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial advisor has any questions, please do not hesitate to contact us by calling Komen Central and Western Oklahoma at 405-526-2873 or by email at cure@komencwok.org.

A. GIFTS UNDER A WILL
The following language is an example of wording that may be used to name Komen Central and Western Oklahoma as a beneficiary of your last will and testament. You may either make a general or restricted gift to Komen Central and Western Oklahoma for education, screening, or treatment support. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate. If you wish to make a restricted gift to Komen Central and Western Oklahoma please contact us at the phone number or email address above prior to finalizing your gift.

a. GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Susan G. Komen® Central and Western Oklahoma, of Oklahoma City, OK to be used for general purposes. In the event that Komen Central and Western Oklahoma is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for general purposes in the former service area of Susan G. Komen Central and Western Oklahoma .

b. GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Susan G. Komen® Central and Western Oklahoma, of Oklahoma City, OK to be used for general purposes. In the event Komen Central and Western Oklahoma is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for general purposes in the former service area of Susan G. Komen Central and Western Oklahoma.

c. RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Susan G. Komen® Central and Western Oklahoma, of Oklahoma City, OK to be used for [insert donor restriction]. In the event Komen Central and Western Oklahoma is not in existence at the time of my death, then I hereby give and bequeath _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of Susan G. Komen Central and Western Oklahoma.

d. RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Susan G. Komen® Central and Western Oklahoma, of Oklahoma City, OK to be used for [insert donor restriction]. In the event Komen Central and Western Oklahoma is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the national headquarters of Susan G. Komen®, of Dallas, Texas, to be used for [insert donor restriction] in the former service area of Susan G. Komen Central and Western Oklahoma.

B. GIFTS FROM A TRUST
The following language is an example of wording that may be used in the event Komen Central and Western Oklahoma is named as a contingent beneficiary of a trust estate. Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.

[Insert contingency], the Trustee shall distribute ________________ Dollars ($__________________) to Susan G. Komen® Central and Western Oklahoma, of Oklahoma City, OK, free and clear of trust, to be used for general purposes. In the event Komen Central and Western Oklahoma is not in existence at the time of this distribution, the Trustee shall distribute _______________________ Dollars ($__________________) to the national headquarters of Susan G. Komen®, of Dallas, Texas, free and clear of trust, to be used for general purposes in the former service area of Susan G. Komen Central and Western Oklahoma.

C. CONTRACTUAL GIFTS
Komen Central and Western Oklahoma may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)). In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:

Susan G. Komen® Central and Western Oklahoma, of Oklahoma City, OK. In the event that Susan G. Komen Central and Western Oklahoma is not in existence, then to the national headquarters of Susan G. Komen®, of Dallas, Texas, for the benefit of the former service area of the Susan G. Komen Central and Western Oklahoma.

D. GENERAL INFORMATION
Below please find some general information that may be beneficial to you in finalizing your estate plan.

Legal Name: Susan G. Komen Breast Cancer Foundation, Central Oklahoma Chapter d/b/a Susan G. Komen Central and Western Oklahoma Incorporation Details:
• 501(c)(3) organization, classified as a public charity, exempt from federal income tax
• Oklahoma non-profit corporation

Mailing Address: Susan G. Komen® Central and Western Oklahoma, 115 Park Avenue, Oklahoma City, OK, 73102