It is not unusual to feel that “philanthropy” is a word reserved for those whose names we see on buildings and boulevards. The truth is that the spirit of philanthropy reaches deep into the grassroots of our society. It is reflected in the thousands of hours given by volunteers as much as it is a part of each financial contribution.

 

However, it is the spirit of philanthropy that fills most of us with the desire to make a lasting contribution to organizations whose work we care about. It is in that spirit that I ask you to consider including Intercept Oroville in your stewardship and financial decision making processes.

 

Hello and thank you for visiting Intercept Oroville via the Internet. I am Edward W. Cotney, CPhD, Development Director and Planned Giving Officer for Intercept Oroville. This portion of our web site has been designed to provide you an opportunity to donate, access on-line philanthropic planning technologies, and access to our vast planned giving resources.

 

First, let me define Planned Giving. The role of a planned giving officer is to help you accomplish your philanthropic planning goals. Often, many of us miss golden opportunities to complete a significant gift as we hurriedly run down the road of life. As good stewards, we strive to provide for our families, our community, and those around us. Naturally, we accomplish this through employment which provides us income, the purchase and sale of good investments, wealth accumulation, and social capital distribution (taxes).

 

Social capital is the portion of your wealth that you must surrender in the form of taxes to take care of the country. From birth, our parents taught us to be sure and pay our taxes on time, give to those less fortunate, and be sure to make a difference with our time, talent, and treasure.

 

Through Planned Giving, I help families like yours examine their potential income, capital gains, and estate tax exposure and explore methods to redirect your social capital to the causes you care about. I could write pages about the wonderful benefits our tax code provides philanthropist and how through planned giving, we can become more efficient stewards of the resources under our control. Everyone is a taxpayer, however, being a good steward begins with gaining knowledge about philanthropic tax planning.

 

If you, your parents, or friends of the Oroville, CA community would like to learn more about planned giving, or would like to see an illustration designed for your particular tax situation, I can help. If you and your professional advisor would like to attend a training seminar or desire a personal appointment, I would be happy to meet with you to explore your stewardship options. Chances are, you have assets within your estate, that at some point, will trigger large tax consequences. With proper planning, you might be able to change that tax issue into thoughtful planned gift to benefit this community.
 

 

You may prefer to use my gift planning calculator to explore, in the privacy of your home, several interactive gift planning programs. GIFT PLANNING CALCULATOR

 

We all must surrender a portion of our wealth to help our country, this community, and our favorite worthy causes. I am asking you to consider the option of supporting the initiatives of Intercept Oroville with a gift of social capital.

 

If you desire to donate by check, please make the check payable to Intercept Oroville and mail to the address below. For tax deductible gifts of real estate, stocks, bonds, life insurance or other financial assets, please contact me to arrange coordination of your gift.

 

Thank you,

 

Edward W. Cotney, CPhD
Development Director

gift@intercept-oroville.org
530-534-4140 Office at I.O.
530-534-6788 Fax at I.O.
530-913-0562 Cell
530-432-8692 Home Office
530-432-0785 Home Fax