Bequests:
A Gift That Costs Nothing During Your Lifetime
Philanthropy is a Calling
What Is Planned Giving?
Planned giving allows anyone to make a substantial contribution to
Opportunity Enterprises, Inc. — regardless of income or financial status. It is a way to level the playing field, giving everyone a chance to become a philanthropist and make a difference. It also provides significant financial benefits to you as well.
Here’s how:
Some planned gifts provide lifelong income to the donor (yes, you read that correctly). Other gift plans significantly reduce taxes that would otherwise take a big chunk out of your loved ones’ inheritance — providing for both charity and heirs in ways that maximize the gift while minimizing its impact on your estate.
In short, a planned gift is any major gift that is part of a donor’s overall financial planning.
Make Dreams Come True
Did You Know …
Sound too good to be true? It’s not. The information on these pages will show you that the advantages of a planned gift are real and significant to the future of Opportunity Enterprises, Inc..
Planned giving opens up a whole world of possibilities for you to make a big difference to our mission while also securing your legacy — all for generations to come.
Tip of the week
You can make a gift that costs you nothing during your lifetime.
When you make a gift through your will or trust (called a “bequest”), you help guarantee our future financial strength without affecting your current asset balance or cash flow. It’s the easiest major gift and has a far-reaching impact.
Gifts Anyone Can Make
These gifts often do not affect cash flow during your lifetime.
Gifts That Provide Income
A “guaranteed paycheck” for life. What’s not to love?
Gifts That Protect Assets
Shield appreciated assets from taxes while making an impact on our future.