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Legacy Society

Planned Giving
Legacy Society

Ensuring OLLU's Long-Term Success

Make a gift for the future of OLLU and become a valued member of the Lake Legacy Society. Members enjoy exclusive benefits and recognition.

Free Estate Planning Tool

Join fellow OLLU supporters on Giving Docs, a safe, secure and free-for-life suite of estate plan essentials. If you choose to include OLLU in your estate plans, you'll be eligible for legacy society benefits!

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Our planned giving team would be happy to speak with you in confidence, with no obligation.

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Federal tax ID number: Please contact us for our federal tax ID number.

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

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