Planned Giving

    How will
    you be remembered?

     Four Oaks celebrates those who have chosen to make a planned gift to our organization through membership in our Oak Leaf Society. These individuals are celebrated for their long-term vision and investment in our organization on an annual basis.

    Planned

    Forms of Planned Giving

    If you are interested in making a planned gift to Four Oaks or one of its affiliates, feel free to browse through the brief descriptions of the most common forms of planned gifts.

    Beneficiary Designations

    This is the most effective way to continue supporting our work even after your lifetime by naming us as a beneficiary of your retirement plan, life insurance or insurance annuity assets.

    Charitable Gift Annuities

    Make a donation and, in turn, receive a fixed annuity payment each year for life.

    Charitable Remainder Trusts

    In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.

    Endowed Gifts

    Discover a powerful way to make a gift to us in your name or in the name of a loved one while realizing tax benefits.

    Give Your Home
    (but live there for life)

    You can make a gift to Four Oaks of a remainder interest in your home, receive sizable tax benefits now and continue living in your home for the rest of your life.

    Donor Advised Funds

    Access the giving power of a private foundation without the expense or complexity.

    Charitable Lead Trusts

    Make a donation now while reducing the tax burden for your heirs in the future.

    For Attorneys and Advisers:

    Legal Name
    Bequests and other forms of planned / estate gifts should be designated to:
    Four Oaks Family and Children’s Services

    Legal Address
    5400 Kirkwood Blvd. SW
    Cedar Rapids, IA 52404

    Bequests and other forms of planned / estate gifts should be designated to:

    Four Oaks Family and Children’s Services

    Intended Use of Gift:

    Please indicate whether the gift is intended for Four Oaks’ general purposes and uses, for a specific program, to be added to our endowment, or other use. Please contact us in advance if there is a specific or restricted use for the gift to make sure that we can fully honor the donor’s wishes.

    Sample Bequest Language:

    “I give, devise and bequeath the sum of $______ (or describe the percentage of estate or specific asset/type of property you wish to give) to Four Oaks Family and Children’s Services., whose legal address is 5400 Kirkwood Blvd. SW, Cedar Rapids, IA 52403, for its unrestricted general use and purposes.”

    Tax ID Number:

    Four Oaks’ Tax Identification Number is: 42-0998726.