Planned Giving

PLAN - an intention or decision about what one is going to do.

It’s in our name and at the core of how we help students navigate higher education opportunities. It is also one of the most significant ways that you can support Opportunity Plan.

DO YOU HAVE A PLAN?

OPI accepts and encourages many kinds of planned or legacy gifts. Bequests and beneficiary designations of insurance or retirement accounts are common.

Have questions about planned giving? We’d love to visit with you – call Executive Director Keith Brown at 806-655-2528 or drop him an email at kbrown@opportunityplan.com. Are we already part of your plan? Let us know so we can efficiently carry out your intentions.

How to Give

Bequest

To include Opportunity Plan, Inc. in your will for a specific amount or percentage of the remainder of your estate, share the following language with your legal advisor. OPI’s Tax ID number is available upon request.

"After fulfilling all other specific provisions, I give, devise and bequeath      % of the rest, residue and remainder of my estate (or $      if a specific amount) to Opportunity Plan, Inc.(Tax ID number) currently having offices at 504 24th St., in Canyon, TX 79015."

Click here for additional suggested bequest wording.


IRA Rollover

If you are 70½ or older, you may rollover up to $100,000 of your required minimum distribution each year to OPI.


Beneficiary Designation

Name OPI as the beneficiary of an insurance policy or retirement account.

Ways to Give

Gifts of Appreciated Stock

Giving stock allows you to avoid capital gains while receiving a charitable deduction and helping OPI.


Gifts of Retirement Assets

Gift all or a portion of your IRA or 401(k) to OPI and avoid potential taxes for you and your heirs.


Gifts of Insurance

Gift a life insurance policy to OPI and receive a charitable tax deduction. Receive additional deductions when you make additional contributions so that OPI can make the annual premium payments.

CONTACT

M. Keith Brown

OPI Executive Director

kbrown@opportunityplan.com

806 655-2528