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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: jkasal@opb.org or 503-293-1941

OPB Gift Annuity Rate of Return (single life)
Age Rate Age Rate Age Rate
65 4.7% 75 5.8% 84 7.6%
66-67 4.8% 76 6% 85 7.8%
68 4.9% 77 6.2% 86 8%
69 5% 78 6.4% 87 8.2%
70 5.1% 79 6.6% 88 8.4%
71 5.3% 80 6.8% 89 8.7%
72 5.4% 81 7% 90+ 9%
73 5.5% 82 7.2%
74 5.7% 83 7.4%

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Gift Planning Team

Julie Feely, jfeely@opb.org
Director, Gift Planning
Phone: 503.293.1935

Jeri Kasal, jkasal@opb.org
Associate Director, Gift Planning
Phone: 503.293.1941

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