PLEASE INVEST IN US

Please consider Opportunity Resources when planning your legacy gift

Supporting persons with Disabilities in Enhancing their Quality of LIfe

Home - Ways to Give - Planned Giving

Please contact Rita Pastore directly at 406.329.1769 orritap@orimt.org; or have your financial advisor contact us so we can assist you with your planning.

Consider a Legacy Gift

Opportunity Resources has invested more than 60 years supporting the independence of individuals with disabilities. Donating a “forever” legacy gift to ORI promises to provide continuous, life-changing housing and employment support for individuals with disabilities, and ensures them meaningful future options for individual personal growth and participation in community life.

There are many simple ways that you can ensure that ORI continues this important work. Here are a few ways you can leave a legacy gift:

Bequests
This is the most popular type of planned gift in which the donor retains their assets during their lifetime, bequeathing cash, property, shares of stock, insurance policies or other assets (after death) to their charity of choice.


Deferred Charitable Gift Annuity
Another popular planned gift, particularly in Montana where a deferred gift annuity qualifies the donor for the Montana Endowment Tax Credit (which allows for an immediate 40% state tax deduction in addition to the federal charitable gift tax deduction).


Other Investments in ORI
You may also designate Opportunity Resources as the beneficiary of other assets, such as a retirement plan, life insurance policy, stocks and securities, real estate, partnership interest; or create a Charitable Remainder Trust, Annuity Trust, or Unitrust which benefits ORI.

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