Naming The Santa Fe Opera as a Beneficiary of Your IRA or other Retirement Plan Assets
Retirement plans such as IRAs, 401(k)s, 403(b)s and pensions are among the most highly taxed assets in our estates. Naming a charity like The Santa Fe Opera as the beneficiary of an IRA or retirement plan can mean less of your estate goes to Uncle Sam – leaving more for your loved ones.
· Your donation will be exempt from federal estate and income tax
· Your heirs will avoid income tax
· You can continue to take withdrawals from your plan during your lifetime
· Retirement plans are often overlooked and easily given
To make your gift, simply name The Santa Fe Opera as whole or partial successor beneficiary on your retirement plan’s form. We love it when you share your specific retirement plan designations with us, as it helps the Opera see more clearly into its future – though of course, you still have the flexibility to make changes should you need or wish to.
Please call The Santa Fe Opera’s Planned Giving office at (505) 995-3021 or Contact Us by email to discuss your Benficiary Designation.
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