Ways To Give
The mission of the Ohio Presbyterian Retirement Services (OPRS) Foundation is to support the older adult services of OPRS by nurturing a philanthropic environment that fosters generosity, volunteer involvement, donor relations and stewardship.
There are many ways to support the OPRS Foundation mission with each providing a varying degree of financial benefit. These benefits range from offering simple tax advantages to providing a lifetime payment stream to the donor. Philanthropy is key to the ability of OPRS to meet the needs of the thousands of older adults who have entrusted us with their care.
Visit the OPRS Foundation Web Site
How to donate
Making a gift to Ohio Presbyterian Retirement Services (OPRS) significantly impacts the lives of Ohio’s older adults. Philanthropy creates the margin of excellence that enables OPRS to meet the needs of the thousands of older adults who have entrusted us with their care. Donor generosity is a testimony to the belief that a long life can be a blessing.
View the categories below to see how you can help us to make a valuable difference:
How Can I Give?
Giving Online
Make a SECURE online gift with your Visa, MasterCard, Discover, or American Express.
Outright Gifts
Outright gifts (contributions of any immediate asset) are the most direct way to help. Gifts made in memory or in honor of loved ones are a popular option for many.
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
Will Bequests
charitable will bequest provides a means to continue your legacy well into the future. As you consider a bequest, it is important to consult with an OPRS Foundation representative who will help you and your advisors decide which type of bequest is most appropriate to achieve your goals. Since future needs of OPRS may change, it is generally most helpful to leave a bequest that allows for future flexibility.
- 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
Electronic Funds Transfer
Allows you to have your gift deducted from your checking or savings account. EFT donations may be cancelled at any time by notifying the Gift and Data Management Department of the OPRS Foundation.
What Can I Give?
Gifts of Cash
You may deduct a cash gift for income tax purposes only in the year in which you contribute it. Payments toward a pledge are deductible in the year they are made. Cash gifts are deductible up to 50 percent of your adjusted gross income for the taxable year. Any excess is deductible over the next 5 years.
Gifts of Securities
Contributions of long-term appreciated securities give you a two-fold income tax benefit: a charitable deduction for the full present fair market value, and no tax on the appreciation. The limit on deductibility in any tax year is 30 percent of your adjusted gross income with any excess deductible over the next five years. Should the securities have a loss, consider selling them and donating the proceeds, which allow you to recognize the loss as a deduction.
Gifts of Tangible Personal Property (Gifts-in-Kind)
Art objects, antiques and prized collections are tangible personal property subject to special IRS rules. If the contributed gift's use can be established as related to the function of the OPRS community, you may deduct its full fair-market value; if not, you may deduct only the cost basis of the gift. This type of gift is deductible up to 30 percent of your adjusted gross income if it meets the related-use test. If not, the 50 percent limit applies with the five-year carryover allowed for any excess deduction.
Gifts of Real Estate
Whether your property has increased or decreased in value, it may be given with substantial benefit to both the donor and OPRS. There are many ways to make a gift of property including an outright gift, a retained life estate, making a bargain sale, gifting property by will or using property to fund a charitable remainder trust.
Gifts of Life Insurance Policies
The gift of a life insurance policy is an ideal way to fulfill your charitable desires. A gift of life insurance does not reduce your income, and you may receive significant income tax reductions. There are several options for making such a gift.
Thank You!
Whatever option for giving you choose, know that you are making a significant impact on the lives of Ohio's older adults. And, as always, including us in your will, insurance policy designation or retirement plan assets is always appreciated. An OPRS Foundation representative can assist you and your advisors in selecting the vehicle best suited to your specific philanthropic goals.


