Planned Giving

Opportunity Works would be very grateful if you would consider including us in your long-term financial planning. Planned charitable gifts enable donors to support the mission of Opportunity Works and ensure the continued delivery of needed services to the community, while providing the donor with income and estate tax benefits. Planned giving opportunities may include lifetime gifts of cash, appreciated securities, real estate, IRA distributions or other assets, as well as charitable gift annuities or annuity/remainder trusts, which reserve an income payment for the donor of life, with the remainder going to Opportunity Works. You may also designate Opportunity Works as a named beneficiary of your Will or Trust. The determination of what type of planned gift is appropriate for you should be made in consultation with your financial or legal advisor, and we would be happy to meet with you and your advisors. If you are considering a gift to the agency and those we serve through your long-term financial planning, please call Deborah Andrews at 978-358-5803.