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For Donors
Four Benefits in One Vehicle
What the OCLAT does for you
Deduct Today, Choose Your Term
The donor promise
The Numbers
What a $1M OCLAT looks like
Generational Wealth
Your legacy across generations
What Donors Want to Know
Common questions answered
For Universities/Nonprofits
Three Problems the OCLAT Solves
Why it matters to your institution
OCLAT vs. CRT
Head-to-head for your institution
Three Campaign Frames
Add-a-Zero, Matching, Get Back
From Prospect to Booked Gift
How it works for your team
What Your Team Needs to Know
Questions from gift officers
For Wealth Advisors
The Overlooked Income-Tax Edge
Why advisors miss the OCLAT
Grow Your AUM
A protected, tax-advantaged wrapper
Case Study: The Optimized CLAT
$1M → $3.6M, year by year
Roth IRA vs OCLAT vs 401k
Side-by-side comparison
Built to Outperform
vs. 401(k), Roth, and more
Tools & Credentials
Credentials & Track Record
Our track record & publications
OCLAT Calculator
Run your own analysis
OCLAT FAQs
Common questions answered
About Us
Meet the team
Press
Press & Publications
Featured coverage
Full Press Archive
12 articles · two peer-reviewed
The OCLAT in Fortune
Fortune · 2023
The OCLAT in Forbes
Forbes · 2024
The OCLAT in Barron’s
Barron’s
The OCLAT with the American Heart Association
American Heart Association
Schedule a Consultation
The Endowment Accelerator
Institutional Overview
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The OCLAT Infographic
The complete one-page
overview.
Structure, flow, and outcomes at a glance — for donors and institutions.
Download PDF Version →
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