Planned Gifts

Planned Gifts can be very useful tools for achieving financial goals while creating a personal legacy. Carefully and creatively conceived planned gifts may offer:

  • Arrangement for professional management of assets
  • Reduced gift and estate taxes
  • Regular income from life income trusts and annuities
  • Current income tax savings
  • Avoidance of capital gains taxes
  • Conversion of lower-income assets to higher-income assets

For more information, contact us by e-mail at oprsfco@corp.oprs.org or call 1-800-686-7800.