More Giving Opportunities

Thank you for your interest in leaving a legacy at Opportunity Partners. For more information, please contact Heather Shiell, Vice President of Advancement, at 952-930-4253 or hshiell@opportunities.org. Below is some additional information on planned gifts:

Wills, Bequests & Living Trusts

If you are looking to include Opportunity Partners in your estate plans, you can do so by adding as little as one sentence in your will or trust to confirm your gift. Please contact OP for sample bequest language. This type of donation in your will or living trust helps to ensure that we are able to give people with disabilities the housing, employment and enrichment opportunities to learn for years to come.

Supplemental Needs Trusts

Assigning OP as a sole or partial beneficiary to a Special or Supplemental Needs Trust not only allows OP to help provide essentials not typically covered by disability benefits, SSi, and waivers, but ensures a bright future for those who count on OP in the years ahead.

Beneficiary Designations

You can designate Opportunity Partners as a beneficiary for IRAs and retirement plans, Life insurance policies, Donor-Advised Funds, or Commercial annuities through your plan administrator. To give to a charity, you’ll need a Federal Tax Identification number: OP is #41-0737221, to be used in place of a Social Security number.

Required Minimum Distributions (RMD)s

RMDs refer to the minimum amount that you must withdraw from your IRA account each year, if you are 70 1/2 or older. All direct donations to OP or other nonprofits make withdrawals tax free, up to $100,000 annually.

Making a gift of appreciated stock can benefit you as well as the people we serve. Donating stock you’ve held for more than 12 months avoids capital gains taxes on the increase in the stock’s value and allows you to receive the full, fair market value on the date of the gift.

Stocks can be transferred electronically to OP directly from your brokerage account. Use the following information to make the transfer:

Fund Number:

Account Number:

Account Name: Opportunity Partners, Inc.

Taxpayer ID Number: 41-0737221

Once a transfer has been made and/or for additional information or questions, contact us at giving@opportunities.org or 952-912-7442

Memorial gifts have a long tradition of making a difference at Opportunity Partners. Many families have chosen to honor a loved one’s life by having contributions come to OP.

You can complete a memorial contribution by:

Choose the honor/memorial option on our online donation form

Call Donor Services at 952-912-7442

Mail your gift, and the name of those you are honoring, to:

Opportunity Partners
Advancement Department
5500 Opportunity Court
Minnetonka, MN 55343

Opportunity Partners may be able to accept non-cash donations of items that are consistent with our mission and that support our core services, as well as special projects. All in-kind gifts must be arranged by contacting giving@opportunities.org or 952-912-7442.

Many companies have committed to matching their employee’s charitable contributions to non-profit organizations. Check with your company’s Human Resource department to see if they are willing to double your gift! Some companies that we have received matching gifts from include:

• Allianz
• Ameriprise Financial
• Cargill
• Medtronic
• United Health Group
• US Bank
• Wells Fargo