Secure Your Income, Get Tax Benefits, and Help OPB!
Are you worried about your retirement funds? Consider the safety of an OPB gift annuity (also known as a charitable gift annuity). It's easy, uncomplicated and the return rate is guaranteed.
For example: When a 75 year old commits $10,000 to a OPB charitable gift annuity, they get a guaranteed fixed 5.8% return ($580) every year for the rest of their life.
Instead of stressing about the volatile market or settling for weak CD rates, you can get a strong, predictable check and will get that same payment every year for the rest of your life. Then, the remainder will become a gift to OPB. Plus there's a nice tax deduction, and most of the income is tax-free.
The minimum amount is $10,000, and rates are based on the donor's age. It's a simple two-page contract, and there are no legal fees.
To learn more, contact Jeri Kasal at: firstname.lastname@example.org or 503-293-1941
|OPB Gift Annuity Rate of Return (single life)|
Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty. Estate
Planned Gifts Calculator
View a personalized web presentation that shows the income and tax benefit of setting up a gift plan using your assets and property values.
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Bequest Language & Tax ID
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Gift Planning Team
Julie Feely, email@example.com
Director, Gift Planning
Jeri Kasal, firstname.lastname@example.org
Associate Director, Gift Planning