Make a Significant Difference the Easy Way
Retirement Plan Gifts and Beneficiary Designations
You can support OPB by simply adding OPB as a beneficiary on your IRA or other retirement plan. It is the easiest way to ensure that OPB is accessible for the people and the community you care about long into the future. You can also add OPB as a beneficiary to your life insurance policy or commercial annuity too.
It works like this. You get a copy of your beneficiary designation form from your plan administrator and update the beneficiary list to include a percentage or a specific amount to OPB. You can update the form at any time giving you flexibility if your financial situation changes.
Check Out This Potential Scenario
Robert and Carol treasure the financial help they've been able to give their children and OPB over the years. Now that their kids are grown, Robert and Carol changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because OPB is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 28 percent marginal income tax bracket.
See How It Works
Learn How to Fund It
You can name us beneficiary of the following assets:
Delay Your Payments
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.
- Contact Jeri Kasal at 503-293-1941 or email@example.com for additional information on beneficiary designations and how they can help support OPB with our mission.
- Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
- If you name OPB in your plans, please use our legal name and federal tax ID.
Legal Name: Oregon Public Broadcasting
Address: 7140 SW Macadam Avenue, Portland, OR 97219
Federal Tax ID Number: 93-081-4638
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.