Leave a Legacy to the IOCDF

Did you know you can make a contribution to the IOCDF in your will or living trust as an ultimate charitable gift to support the OCD community?

A will or living trust document provides a clear and specific understanding as to how you want to transfer your assets to loved ones and charitable organizations, like the IOCDF, after death. Including the IOCDF in your will or living trust incurs no immediate cost to you and can financially benefit your loved ones — plus, you can change it at any time!

By making a bequest to the IOCDF, you make an incredible, lasting impact on the IOCDF’s ability to serve the OCD and related disorder community well into the future.

How to Get Started

Including the IOCDF in your will or living trust may seem complicated, but we’re here to provide help and resources to simplify the process.

Sample Language

Below is suggested language to leave a gift in your will or living trust (also known as a charitable bequest):

I give to the International OCD Foundation, Inc., currently located at PO Box 961029 Boston, MA 02196 _______________(insert specific dollar amount or percentage) in support of its full mission. Federal tax identification number: 22-2894564.

Will-Making Tools

It may seem daunting, but online will-making tools like FreeWill.com make it easier to support the causes you care about most. Get started today!

Financial Advisors

If you have a more complicated estate, we suggest reaching out to a financial advisor to help determine the best options for you.

Tax-Smart Giving with Your IRA

Did you know that if you're 70½ or older, you can make a tax-free gift from your IRA?

  • Make a Qualified Charitable Distribution (QCD)
    A QCD allows you to transfer up to $108,000 annually from your IRA directly to a qualified charity like the IOCDF without counting it as taxable income.

  • Satisfy Your Required Minimum Distribution (RMD)
    A QCD can fulfill part or all of your required minimum distribution, reducing your taxable income while making an immediate impact on the OCD community.

  • A Simple, Powerful Way to Give
    Contact your IRA administrator and request a direct transfer to the IOCDF. It’s easy, efficient, and can help you manage your tax liability.

Additional Options

Other common ways to make the IOCDF a beneficiary to help support our work well into the future:

  • Checking, savings, or other financial accounts
  • Life insurance policies
  • Commercial annuities
  • 401(k) or other retirement plan
  • Non-cash gifts (securities such as stocks and bonds or property)

To get started, contact your bank, insurance company, or retirement account holder and request a beneficiary designation form. (For purposes of completing the form, our legal name is: International OCD Foundation, Inc., PO Box 961029 Boston, MA 02196. Tax identification number: 22-2894564).

Ready to include the IOCDF in your will or living trust?

Complete the Legacy Giving Declaration form below to notify the IOCDF and become part of the IOCDF Legacy Society. As a member of the IOCDF Legacy Society, you are a partner in our vision for a future in which everyone impacted by OCD and related disorders has immediate access to effective treatment and support. IOCDF Legacy Society Members also receive:

  • Welcome letter and commemorative IOCDF Legacy Society lapel pin
  • Exclusive member updates alongside the quarterly OCD Newsletter
  • Recognition in IOCDF Annual Report (option to remain anonymous)

Questions about leaving a legacy to the IOCDF?

Request more information through the form below and an IOCDF staff member will contact you right away to discuss your goals and answer any questions you may have.

Why Legacy Giving Matters for You and Your Loved Ones

Creating a legacy gift to the International OCD Foundation not only helps future generations affected by OCD and related disorders—it can also provide financial and emotional benefits to you and your family.

  • Provide for Your Family
    Including charitable giving in your estate plan can reduce estate taxes and preserve more of your assets for loved ones. It can help you better support your family and the causes you care about.

  • Reduce Your Tax Burden
    Some planned giving options, like charitable bequests or QCDs, may lower your income, capital gains, or estate taxes. It's a powerful way to make a difference while maximizing the impact of your assets.

  • Ensure Peace of Mind
    Creating a will and communicating your intentions with loved ones can ease the process of settling your estate and ensure that your wishes are honored.

If you’d like to discuss legacy giving further, please reach out to Kristen Lynch, Director of Development, at klynch@iocdf.org.

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