Leave a Legacy: Include Opera Southwest in Your Estate Planning
You don’t have to be a great opera singer or composer to leave an indelible mark on history. You can create a permanent, meaningful artistic legacy that is just as powerful.
Opera Southwest’s Encore Society honors those individuals and families who have made or intend to make a gift to the endowment fund of Opera Southwest through their will or estate plans, assuring OSW’s promise of outstanding Opera for our community for many years to come. Membership in the Encore Society provides you with a unique opportunity to create a lasting legacy that will provide exceptional opera and education and outreach programs for our community.
You can include a bequest to Opera Southwest by adding a codicil — a simple, one-page amendment—which does not require changing anything in your existing will.
A bequest can be made in three different ways:
- A specific dollar amount.
- A percentage of your estate.
- The residual (or a percentage of the residual) of your estate, what is left over after you have provided for your other obligations and your family/friends.
You can also make a planned gift to the opera of appreciated stocks, bonds or mutual fund shares. These types of gifts can not only provide you with a charitable gift tax deduction, but can also help you avoid capital gains and estate taxes.