Legacy and Planned Giving
Legacy and Planned Giving
Leave an Opera Legacy for Future Generations
When you give to San Diego Opera, you bring world-class opera and innovative learning and engagement programs to our community.
By making a gift through your financial or estate plan, you ensure that future generations will enjoy opera for years to come. Your gift can offer significant tax advantages to you and your heirs while supporting the opera company you love.
When you notify San Diego Opera of your legacy gift, you will become a member of the Esther J. Burnham Opera Stars, our legacy giving society, and enjoy unique benefits and inspire others.
Planned Giving Options
- BEQUESTS through your will or trust let you retain control of your assets during your lifetime and may reduce estate taxes for your heirs
- RETIREMENT PLAN ASSETS, such as your required minimum distribution (RMD), enable you to support San Diego Opera without incurring income and estate taxes, leaving more for you now and for your heirs
- CHARITABLE GIFT ANNUITIES transfer assets to San Diego Opera while reducing taxes during your lifetime and providing a source of lifetime income
- CHARITABLE REMAINDER TRUSTS provide lifetime income and an immediate tax deduction
- CHARITABLE LEAD TRUSTS reduce your taxable estate and transfer the remaining assets to your beneficiaries, often with reduced gift taxes
- You may also consider GIFTS OF REAL ESTATE and DESIGNATING THE OPERA AS A BENEFICIARY OF A LIFE INSURANCE POLICY.
To learn more or to join the Opera Stars, please complete this brief form or contact Peter Shavitz at peter.shavitz@sdopera.org / 619-533-7047.
Corporate Sponsors
