How Oberlin Works

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Gift Planning

The Office of Gift Planning manages the deferred giving program, which includes current bequests and future estate intentions for Oberlin, charitable remainder trusts, charitable gift annuities, and the pooled income fund. The staff is also available to provide assistance in gift situations that involve technical tax issues or out of the ordinary assets or plans. The office also handles all gifts of stock, life insurance, real estate, and other unusual assets, whether or not they are given as a deferred gift.