The Gift That Gives Back
Charitable Gift Annuities
You can increase your income, reduce your tax bill and ensure that the OPB programming and services you value will be there for generations to come with the OPB charitable gift annuity.
It’s a simple way to make great things happen.
If you are 65 years or older and make a gift of $10,000 more, you’ll receive a fixed lifetime income and a charitable tax deduction in the year you make the gift. Your annual payment is also partially tax-free. You can fund the gift annuity with cash or appreciated securities. More importantly, your gift ultimately benefits OPB providing your family, friends, and people around the region with access to the information and stories that enrich our lives.
Calculate Your Benefits
Submit a few details and see how a charitable gift annuity can benefit you.
How It Works
Say that Dennis, 66, and Mary, 65, want to make a contribution to OPB that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with OPB. Based on their ages, they will receive a payment rate of 4.3 percent, which means that they will receive $860 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $5,544* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.
See How It Works
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 firstname.lastname@example.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with OPB.
- Seek the advice of your financial or legal advisor.
- If you include 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 such agreements, 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.