Retirement accounts such as IRAs, 401(k)s, and 403(b)s can be among the most tax-efficient assets to leave to charity. By naming the Okoboji Foundation as a beneficiary of all or a portion of your retirement account, you can create a significant charitable impact while potentially reducing taxes that may otherwise be paid by heirs. This simple beneficiary designation can often be completed without updating your will.

A Charitable Gift Annuity allows you to support the causes you care about while receiving fixed income payments for life. In exchange for an irrevocable charitable gift, you and/or a loved one receive guaranteed payments, regardless of market conditions. After the lifetime of the income recipient(s), the remaining funds support charitable purposes that reflect your philanthropic goals, creating both financial security and lasting community impact.

Your generosity doesn't have to end with your lifetime. Through a Donor Advised Fund, you can create a charitable legacy that continues supporting the causes and organizations you care about for generations to come. You may name children, grandchildren, or other advisors to continue recommending grants, or you can leave instructions for the Foundation to carry out your charitable wishes. It's a flexible way to pass along both your values and your commitment to giving.