| If you goals are to... |
Consider this strategy... |
...and enjoy the benefits |
| Help the Opera in the future without affecting your current cash flow |
Include a simple bequest in your will (cash, specific property, or a residual share of the estate) |
A gift that costs you and your family nothing today, while providing an estate tax deduction tomorrow |
| Enjoy guaranteed income for life from a gift you give to the Opera now |
Establish a charitable gift annuity at The Santa Fe Opera, with up to two beneficiaries of your choosing |
Receive payments for your lifetime; enjoy a charitable deduction at time of gift and with each annuity payment |
| Secure a tax deduction this year and retirement income for future years |
Create a charitable gift annuity or charitable remainder annuity trust for fixed income, or a unitrust for market-based income |
Diversify your holdings and receive a charitable deduction plus payments for your lifetime |
| Reduce high tax liability now and gain additional income later |
Establish a deferred gift annuity which helps the Opera now and starts your payments later |
May offer a larger deduction and high payment than other life-income gifts |
| Remove one of the most highly taxed assets in your estate while benefitting the Opera |
Make the Opera beneficiary of your IRA or retirement plan, and leave other assets to family |
Eliminate income tax on retirement plan assets; preserve value of other assets you pass to your heirs |
| Increase your income from low-yielding, highly appreciated assets |
Use real estate or appreciated stock to make your gift to the Opera |
Simplify your holdings when you are ready; avoid capital gains tax and enjoy an income tax deduction |
| Provide support or tuition assistance for your children or grandchildren |
Establish a charitable lead trust at The Santa Fe Opera |
Reduce gift and estate taxes, and freeze taxable value of growing assets before they pass to your family |
| Make a gift from income rather than capital |
Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need |
Simple to set up; some tax benefits, and small financial commitment for large ultimate gift |
| Give real estate but keep the right to use and enjoy it for life |
Donate real estate to the Opera while establishing a retained life estate |
Eliminate capital gains, receive a deduction, and enjoy use of the property during your lifetime |
| Enjoy the warm feeling that comes from making a significant gift |
Any of the above! |
Our eternal gratitude--and glorious opera under the stars for generations to come |