Ofda Master Trust. eFuneral can provide Master Trust users the ability to reach more
eFuneral can provide Master Trust users the ability to reach more families with a personalized storefront; create, edit and send important authorization Dec 29, 2025 · 拾Join us in wishing OFDA Past President and Master Trust Committee Chair, Brad Chute, CFSP, a very happy birthday! Whether choosing to use the #OFDA Master Trust exclusively or to use it for a select demographic, all participants benefits from of its incredible rates of return and product flexibility. Walt Lindsey, CFSP of Lindsey Funeral Home, serves as chair. The #OFDA Master Trust continues to grow and add participants. Even before permission to enter upon the plot and to make construction thereon was granted under Oct 31, 2025 · Learn about master trusts, their role in managing pooled investments, various structures like master-feeder arrangements, and how they benefit employee benefit plans. 5% minimum crediting rate, the return on these preneed contracts was a positive 2. ⬆️ Contact 2 likes, 0 comments - ofdaonline on November 10, 2024: "Let's celebrate Laura Dempsey for an incredible 10 years with #OFDA! 🎉 Her dedication and commitment, especially with the OFDA Master Trust, has left a lasting mark on both our members and staff. org to find out more! As a member of OFDA you will be eligible for: OFDA preneed Master Trust (Firms only) OFDA Legal Hotline Group health insurance and benefits Downloadable forms for your business Workers' compensation group rating CE seminars Consumer brochures and pamphlets Annual convention and exhibition and more! Membership Approval Process Dec 28, 2025 · For more than a hundred years, funeral directors throughout Ohio have counted on the Ohio Funeral Directors Association (OFDA) as they've reached out to families in grief. OFDA typically offers two Master's Training Seminars each year—one in the first quarter at the OFDA office in Columbus and another in the fourth quarter or fall season in northeastern Ohio. In the event there is a conflict between the provisions of the Master Trust Declaration and this chapter, the provisions in the Master Trust Declaration will take precedence and prevail over the provisions in this chapter. org to find out more! OFDA is pleased to announce that eFuneral is #OFDA Master Trust’s preferred ecommerce partner for digital sales support that leads to real world solutions. eFuneral can provide Master Trust Access important Community Fund Ohio forms, trust applications, and annual reports in one place. Payments in transit and payments in lockbox since the Balance Date are not reflected in the Trust Balance value. As the new preferred eCommerce partner of the Ohio Funeral Directors Association (OFDA) Master Trust, we are proud to offer members digital sales solutions options that best suit their needs as trust providers. "The master concluded that her interest in the trust was speculative and did not include it in the marital estate. Through the trust recordkeeping and adminis-tration services provided by FSI, OFDA members would be able to enjoy enhanced reporting, as well as more efficient and secure processing of preneed c Sections 34, 35, 36, 39, 40, 41 and 42 authorise the Trust to make various schemes within the framework of the master plan. You may wish to join a master trust, a registered scheme set up and run by a third party. Oct 17, 2019 · Past-president of Ohio Funeral Directors Association, served seven years on the OFDA board and currently chairman of the OFDA Master Trust Committee. Member benefits Voting privileges Opportunity to serve on the OFDA Board of Directors Use of the OFDA's Master Trust (National Funeral Trust Services) Use of the Property & Casualty Insurance program Access to the OFDA Resume Service Use of the OFDA Ethics Committee for mediation Receipt of the newsletter, email updates, and a listing in the Jul 31, 2023 · The #OFDA Master Trust has been supporting members for 35+ years. Jan 11, 2020 · The #OFDA Master Trust Program had another successful year in 2019, yielding 1-year trailing rate of return of 16. The Committee chair, Mr. Make your link do more. With the Master Trust, a funeral home always receives the benefits of an up market and protection against a down market. Walt Lindsey, CFSP of Lindsey Three basic steps in planning Three elements of final expenses Typical funding vehicles OFDA Master Trust Preneed Program (UBS 770 Group) Three basic steps in planning Three elements of final expenses Typical funding vehicles OFDA Master Trust Preneed Program (UBS 770 Group) The General Public is hereby notified that the following Schemes are in good standing to operate as Master Trust Occupational Schemes under Act 766 as amended: LIST OF REGISTERED MASTER TRUST OCCUPATIONAL SCHEMES The General Public is hereby notified that the following Schemes have been registered as Master Trust Occupational Schemes under Act 766 as amended: Mar 19, 2019 · Thank you to our #OFDA Master Trust Committee Members who were able to attend the monthly meeting today! The Master Pooled Trust Toolkit includes everything you need to know to manage your/the beneficiary’s sub-account. The Department/CBCs have authority to hold, invest, and administer children’s moneys and other assets while they are in licensed foster care. Section 42-Aenables the Trust to make a scheme for improvement in respect of an area not included in the master plan. ly/zPTc50AYA56 Welcome to the OFDA continuing education portal! OFDA offers you online education opportunities that will connect you with the top speakers and programs in the industry from your home or office. #OFDA is seeking presentations pertinent to the funeral industry that provide content that is easily implemented, thought provoking with tangible takeaways and current to today's progressive market! Linktree. Ready to boost your revenue and strengthen your preneed portfolio? 📈 The Master Trust is the reliable choice for success! 📞 Contact Jun 25, 2022 · #OFDAMasterTrust #OFDAPreferredPartner OFDA is pleased to announce that eFuneral is #OFDA Master Trust’s preferred ecommerce partner for digital sales support that leads to real world solutions. FSI offers complete PreNeed Master Trust Administration services, including trust administration, recordkeeping, and Perpetual Fund services for funeral homes, cemeteries, associations, and trustees. In this guide, we’ll explain the pros and cons of joining a master trust. If your #funeralhome would like to learn more about enrolling, contact Laura at OFDA to get started! If you have called the OFDA office regarding Master Trust, you probably spoke with our Member Services Coordinator, Laura Dempsey. (ASI), where we have been pioneers in the preneed funeral trust industry since 1991. Whether choosing to use the Trust exclusively or for a select demographic, all participants reap the benefits of its incredible Those funeral homes utilizing the OFDA Master Trust as their funding entity for preneed contracts will enjoy the convenience of the trust handling the administrative functions of their preneed recovery fund reporting. Member Services to help you tackle your day-to-day tasks. Learn about terms used within the Trust, primary representative roles and responsibilities, contributions, fees, taxes and investments, budgeting, disbursements, closing sub-accounts, and more. Find digital forms, downloadable PDFs, and helpful resources. . Yet, because of the unique protection of OFDA’s Master Trust’s 2. 5%. Thank you, Laura, for all your hard work and contributions! 🎊". ⬆️ OFDA typically offers two Master's Training Seminars each year—one in the first quarter at the OFDA office in Columbus and another in the fourth quarter or autumn season in northeastern Ohio. Choose a licensed professional member of the Oregon Funeral Directors Association to explain your options and abide by your wishes. Put a face to the name and find out more about her below! Who OFDA offers you online education opportunities that will connect you with the top speakers and programs in the industry from your home or office. Business partner. Find it here Preneed Master Trust (Firm members only) Meet the needs of all your preneed clients … 1 likes, 0 comments - ofdaonline on January 2, 2025: "🚀 Make 2025 Your Year for Growth! In 2024, over 300 funeral homes invested $30+ million in the OFDA Master Trust, benefiting from flexible funding options and high rates of return on preneed contracts. 3-2. Authority. To learn more about Jul 31, 2023 · The #OFDA Master Trust has been supporting members for 35+ years. Feb 20, 2018 · The OFDA Master Trust Committee met today for their monthly meeting at the OFDA headquarters. Please see below for programs currently available by OFDA. It's easy for anyone to set up a funeral trust with the help of your funeral director. You can access the latest online programs on topics important to your professional development. As one of the largest state associations for funeral directors in the nation, OFDA has become a conduit for promoting the funeral profession and a vital link between members. Nov 1, 2004 · The Trust Balance shown at various places on the site are the Balances as of the Balance Date shown on the View Contracts list. Your Trusted Partner in Preneed Planning Welcome to Administrative Systems, Inc. Strengthening funeral home valuation and improving prof Aug 13, 2020 · The #OFDA Master Trust Program had a successful second quarter! Find out more details on this week's #DigitalDirector at http://ow. Aug 4, 2022 · Ohio Funeral Directors Association - Discover why the #OFDA Master Trust is the best choice! For over 35 years the #OFDAMasterTrust has been providing its members with a versatile & secure product. Mar 13, 2018 · OFDA Master Trust is the Right Choice! To hear more about how the Master Trust program can save you time and increase your bottom line, please contact Laura at (614) 486-5339 or via Laura@ofdaonline. You can visit the funeral home to get information with no obligation. raise funds for paying to DDA. 25%* and 3-year trailing rate of return Feb 20, 2018 · The OFDA Master Trust Committee met today for their monthly meeting at the OFDA headquarters. Every program offered is approved by the State of Ohio Board of Embalmers and Funeral Directors for For more than a hundred years, funeral directors throughout Ohio have counted on the Ohio Funeral Directors Association (OFDA) as they've reached out to families in grief. ) The committee recommended further that a revised agreement be obtained from such purchasers incorporating the above terms. When you take out a death in service insurance policy, you will need to ensure a trust is in place for your scheme. The #OFDA Master’s Training Seminar is designed to provide 5-year licensed embalmers or funeral directors with the required training to become a Master Embalmer and Master Funeral Director. Sections 43 to 47 provide for issue of requisite notices to persons affected by the scheme and for For more than a hundred years, funeral directors throughout Ohio have counted on the Ohio Funeral Directors Association (OFDA) as they've reached out to families in grief. ⬆️ Jan 22, 2018 · OFDA Master Trust is the Right Choice! To hear more about how the Master Trust program can save you time and increase your bottom line, please contact Laura at (614) 486-5339 or via Laura@ofdaonline. Our partnership, announced last November, enables OFDA members – including those participating in OFDA’s trust program, the National Funeral Trust Service (NFTS) – to use FSI’s suite of trust recordkeeping and administrative services free of charge. The training is valid for 5 years. With a commitment to innovation and dedicated customer service, we For more than a hundred years, funeral directors throughout Ohio have counted on the Ohio Funeral Directors Association (OFDA) as they've reached out to families in grief. The General Public is hereby notified that the Individual Trustees on the following Schemes have duly fulfilled the prescribed requirements and are in good standing to operate on the registered Master Trust Occupational Fund Schemes under Act 766 as amended: The master found that her "remainder interest in any assets of this trust is conditioned on her surviving her father, and the trust funds not having been expended for his needs during his lifetime. Jan 22, 2018 · OFDA Master Trust is the Right Choice! To hear more about how the Master Trust program can save you time and increase your bottom line, please contact Laura at (614) 486-5339 or via Laura@ofdaonline. with Ohio law and an impressive fund rate of return. Our mission has always been to provide exceptional administrative and record-keeping solutions that ensure accuracy and reliability for funeral homes and trusts. Master trust account or subaccount means the different accounts that can be set up based on child’s needs. Through the trust recordkeeping and adminis-tration services provided by FSI, OFDA members would be able to enjoy enhanced reporting, as well as more efficient and secure processing of preneed c Dec 29, 2025 · 拾Join us in wishing OFDA Past President and Master Trust Committee Chair, Brad Chute, CFSP, a very happy birthday! The Master Trust Program Interment Trust Services offers a full-service Master Trust Program that provides participating funeral homes with the services needed for offering before-need funeral preplanning packages. When called upon to execute the revised agreement, in 1984, Skipper raised all sorts of objections and executed it only in the year 1987. Whether choosing to use the #OFDA Master Trust exclusively or to use it for a select demographic, all participants benefits from of its incredible rates of return and product flexibility. If your #funeralhome would like to learn more about enrolling, contact Laura at OFDA to Dec 28, 2025 · For more than a hundred years, funeral directors throughout Ohio have counted on the Ohio Funeral Directors Association (OFDA) as they've reached out to families in grief.