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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Thanks to our Sponsors:
become a sponsorGift 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
