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Opera Southwest

Albuquerque's Opera

  • Season 22-23
    • Le loup garou
    • Zorro
    • Le comte Ory
    • Turandot
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Planned Giving Toolkit

Your Objective Possible Strategies Benefits to You
Create a legacy without affecting your cash flow Transfer on Death (TOD): cash or securities account

OR

Bequest in your Will

 

A gift costing nothing today and creating an estate tax deduction in the future.
Reduce long term income taxes to family members Contingent beneficiary of your IRA or other qualified retirement plan Income taxes are avoided on the distribution and other assets are preserved for your family
Avoid capital gains and increase your tax deductions Consider a gift of appreciated securities Capital gains are avoided at sale and income tax deduction is provided
Gift home but continue right to use and enjoy Retained life estate of your home with transfer at final passing Enjoy during your lifetime, eliminate tax and transfer complexities on a long term basis
Gift from income versus principal; increase tax deductions Consider a gift of paid up life insurance or a new insurance policy with Opera Southwest as the beneficiary and possibly the irrevocable owner Small financial commitment for a large benefit and possible income tax deductions
Increase your current income Consider a Charitable Gift Annuity

OR

Charitable Remainder Annuity or Unitrust

Opera Southwest does not provide legal or tax advice. The sole purpose is to highlight potential planned giving strategies. Your tax and legal advisors should be consulted to address specific questions.

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The Brabson Library and Educational Foundation is the season sponsor of Opera Southwest

The Garcia Automotive Foundation sponsors the artistic directorship of Opera Southwest

Opera Southwest is a member of Opera America

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