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.
- 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.
To leave a gift to Older Adult Technology Services, Inc. in your will or trust, share this sample language with your advisor or lawyer:
I give and devise to Older Adults Technology Services, Inc. located in New York, NY, EIN: 55-0882599, [sum or property] ___________ for its unrestricted charitable use and purpose.