Planned Gifts

You Make the Difference

INTERACTIVE PLANNED GIVING SESSION

DECEMBER 3, 2020 at 10 AM MOUNTAIN TIME

Please join us for a conversation about how to include the opera in your estate plans. Senior VP and Consultant for SHARPE Group Joe Chickey will lead the presentation and General Director Robert K. Meya will welcome guests and share the latest news from the opera. Santa Fe-based estate planner Ralph Scheuer will also participate. This presentation highlights tax benefits for charitably-motivated individuals.
Our experts will share insights on gifts of appreciated assets, non-cash gifts, donor advised funds and qualified charitable distributions from IRAs. We will also discuss impacts of the CARES and SECURE acts as well as life income plans.

Space is limited. Please register early!

For questions or to register please contact Chantel Foretich, Senior Major Gifts Officer at cforetich@santafeopera.org or 505.995.3021
 
More about our speakers
Joe Chickey
Joe Chickey, Senior Vice President and Consulting Director for Sharpe, has worked for more than 30 years in the charitable arena for nonprofits and for-profits, including St. Jude Children’s Research Hospital, Rush Presbyterian Medical Center and as a gift planner for the University of Illinois.
 
Chickey has written and spoken on charitable giving for numerous groups on a local, regional and national level. Joe received his bachelor’s degree in business administration from Rhodes College and his master’s in business administration from the University of Illinois.
 
 
Ralph Scheuer
Ralph Scheuer is the managing member of The Scheuer Law Firm, LLC, based in Santa Fe, New Mexico. Mr. Scheuer has been substantially engaged in estate planning for over 50 years, assisting individuals, trusts, and estates in structuring wills, trusts, and other wealth transfer vehicles, including charitable giving.
 

A planned gift may provide a way for you to make the gift of a lifetime while at the same time provide significant benefits for you and your loved ones. Through your will, trust, retirement plan or other deferred gift, you can plan gifts in ways that have little or no impact on your present financial position.

Your contribution can be made immediately, over a period of years or after your lifetime. Including the Santa Fe Opera in your estate plans can be a simple process, and in many cases, you can accomplish the desired results through minor modifications to your existing plans.

The most common planned gift at the Santa Fe Opera is a charitable bequest. Bequests can be unrestricted, allowing the opera the flexibility to use your gift where it is most needed, or restricted, allowing you to specify how your gift is to be used. Please call our office to discuss a restricted bequest. Following is suggested language that may be useful to you and your attorney.

SPECIFIC DOLLAR OR RESIDUARY BEQUEST “I bequeath $X (or X% of my residuary estate) to the Santa Fe Opera, a New Mexico non-profit corporation in Santa Fe, NM (Tax ID #85-0131810).”

The Aria! Society acknowledges the generosity of those donors who have included the Santa Fe Opera in their estate plans. If you have already remembered the Santa Fe Opera in your estate plans, please let us know so we can recognize you as a member of Aria!

We can help you find a gift strategy that achieves your philanthropic and personal goals. Contact us at 505-946-2482 or aria@santafeopera.org.

The information contained herein is offered for general informational and educational purposes and is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.


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Individual Gifts

Gifts to the Annual Fund help the Opera maintain a balanced budget each year and help us stay true to our original mission.

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