I included OTS as a beneficiary in my will because I believe in what OTS is doing.
Planned giving is an increasingly popular means of providing significant support for charitable institutions while simultaneously providing the donor with significant tax benefits.
The benefits to the donor can include:
- An immediate charitable income tax deduction, even though the charity may not receive the gift until a future date
- Deferral or avoidance of capital gains taxes on gifts of appreciated securities
- Retained increased income to the donor and/or their family
- Possible assistance in asset diversification
- Most importantly, critical support for an organization that you know shares your values.
Simple Planned Gifts
Please consider including OTS in your will. We can provide you with information that may be of help in drafting appropriate language for bequeathing a gift to OTS.
OTS Bequest Clause ( 24 kb )
Charitable Trusts, Gift Annuities, and others
OTS works closely with the Duke University Planned Gifts Office, which handles all annuities and other forms of payouts.
Gift Planning Overview
To learn more, talk to your financial advisor and contact Jonathan Giles in the OTS Development Office.
Vice President for Development
jgiles @ duke.edu
I included OTS as a beneficiary in my will because I believe in what OTS is doing."
I included OTS as a beneficiary in my will because I believe in what OTS is doing. I have been an Assembly of Delegate member and a member of the Board of Directors for the past several years and understand the organization's finances. I know how very important such gifts are to enable the organization to continue to train students and support researchers. I also give to the annual fund and have been contributing directly to the Palo Verde Endowment for many years.
However, the only way I can perpetuate substantially what OTS is doing is by including the organization in my will. Distributing a portion of my estate to OTS gives me the knowledge that I have done everything I can after my death while still keeping funds available for my needs while I am alive. -- Jim Hamrick
James Hamrick received his BA in forestry from North Carolina State University in 1964, his master's in forest genetics and his Ph.D. in Genetics from the University of California at Berkeley in 1966 and 1970 respectively. Hamrick joined the Plant Biology Department at the University of Georgia 23 years ago and he served as an OTS delegate from the university for nearly 22 years. Jim has conducted research at Las Cruces and Palo Verde and has participated as a resource faculty member on numerous OTS field courses. He recently took the lead on a specialty course in conservation genetics offered this past spring.
Truly the world, and not just the tropics, is a better place because of OTS.
Glenn and I are delighted to support OTS --- now and in the future. The quality programs, world-class field stations, and excellent support staff have provided unsurpassed educational and research opportunities for thousands of scientists, future scientists, and concerned citizens. Truly the world, and not just the tropics, is a better place because of OTS.
Barbara Bentley’s first experience with OTS was as a second-year graduate student in 1966 when she participated in the Fundamentals course (66-1). She continued to benefit from OTS opportunities as a recipient of a graduate student research grant in 1971-72, during which she completed her dissertation research on extrafloral nectaries in Costa Rica. After joining the faculty in the Department of Ecology and Evolution at SUNY Stony Brook, she served on the OTS Board of Directors for 15 years, serving as Secretary, then Vice President for Education for 7 years. She also taught in numerous OTS graduate courses, and continued to conduct research at OTS field stations until her retirement. She still teaches a variety of programs with OTS, including courses for secondary teachers and high school students. She is a member of the OTS Board of Visitors.
Glenn Prestwich first experienced OTS as a visiting scientist in a Fundamentals course coordinated by his colleague at Stony Brook, Barbara Bentley. As an organic chemist, he brought “field chemistry” to La Selva and was instrumental in bringing high-tech instrumentation to the station. From these experiences, he and Barbara conducted research together at La Selva for a number of years, progressing from the first simple gas chromatograph to the use of isotopic 15N to study nitrogen fixation in tropical systems.
Their children, Steven and Jocelyn, were among the first kids to stay at La Selva, and served as role models for the need for family housing at OTS field sites.Go to top