Wills & Trusts

Including Ojai Presbyterian Church in your will or living trust is an easy way to make a lasting difference for the future without affecting your income during your lifetime. You can choose to leave the Conservancy a specific amount or percentage of your estate, or the balance remaining after distributions have been made to other beneficiaries.

Retirement Plans & Bank Accounts

Make a plan to support OPC’s future by leaving all or part of the balance of your IRA, 401(k) or other financial account to the church — all you have to do is submit a simple form to your plan administrator naming us as a beneficiary. We’ll receive the assets tax-free; you’ll still be able to take withdrawals and modify your beneficiaries if your family’s needs change during your lifetime.

If you’re at least 72 years old, you can also make tax-free gifts to of up to $100,000 from your traditional or Roth IRA. Your donation will count toward your minimum required distribution.

Appreciated Securities

Transfer appreciated stocks, bonds or mutual fund shares to the church. We’ll sell the securities and use the proceeds to support the future of the OPC community. You’ll receive a tax deduction — and can rest assured your gift is making a difference.

Donor Advised Funds

Donor-advised funds let you set aside money or assets for future giving, get an immediate tax deduction, and then decide how, when and where to donate the resources. If you have a fund set up, work with your adviser or use this tool to support Ojai Presbyterian Church. Many administrators of donor advised funds will also allow you to include OPC as a beneficiary of your fund. Contact us to learn how distributions through your DAF can support our congregation both now and in the future.

Life Insurance

Have you paid off a life insurance policy? When you transfer policy ownership to Ojai Presbyterian, you’ll be able to make a generous, meaningful gift through an asset you and your family no longer need — and your gift will be tax-deductible to the extent allowed by law.

Charitable Gift Annuities

Set up a simple contract with the church to support OPC’s future. We’ll invest your gift of cash or securities, and in return you’ll receive fixed, recurring payments for life.

You’ll enjoy a reliable income stream during your lifetime, regardless of market fluctuations — and when the contract ends, the remaining balance of your gift annuity will go to OPC, ensuring that your generous donation will provide a significant benefit to the church.

If you’ve already made a plan to support the church through your will, retirement account, life insurance or another method, thank you — and please let us know!