PLANNING YOUR LEGACY
Consider making a planned gift to Pacific Opera Project and ensure POP continues to offer accessible, affordable, and entertaining opera for years to come. Legacy giving is a meaningful way to support our mission while creating a personal impact that reflects your values and love for the arts.
BENEFITS OF LEGACY GIVING
Personal Impact
By including POP in your estate plan, your gift will support our artists and creators and ensure that future generations can experience POP's magic brand of opera.
Financial Advantages
Thoughtful estate planning may not only enhance the size of your estate but can also reduce the tax burden on your heirs, providing you with peace of mind.
Have you already added POP to your estate plan? Let us know so we can thank you!
Please email Katherine Powers at kpowers@pacificoperaproject.com or call at 323-379-6122 ext. 100.
WAYS TO GIVE
GIFTS BY WILL OR LIVING TRUST
You can make a significant impact by adding POP as a charitable bequest designation in your will or living trust. The gift costs nothing in your lifetime, and your bequest or trust designation will not be subject to any potential federal estate tax.
You can ask your estate attorney to use the following suggested wording:
Bequest of a Specific Dollar Amount, Percentage (Non-Residual), or Property:
“I hereby give and bequeath (CHOOSE ONE: _________ and No/100 dollars ($DOLLARS); _________% of my estate; all of the right, title, and interest in and to the real estate located at ADDRESS or DESCRIPTION OF PROPERTY; or DESCRIPTION OF ASSET) to Pacific Opera Project Incorporated, a nonprofit organization presently located at 125 S Avenue 57, Los Angeles, CA 90042, Federal Tax ID #45-3321212, for Pacific Opera Project Incorporated's general use and purpose.”
Bequest of a Residual Amount:
“I hereby give and bequeath _____% of the rest, residue, and remainder of my estate to Pacific Opera Project Incorporated, a nonprofit organization presently located at 125 S Avenue 57, Los Angeles, CA 90042, Federal Tax ID #45-3321212, for Pacific Opera Project Incorporated's general use and purpose.
BENEFICIARY DESIGNATION
Beneficiary designations are a simple and flexible way to make charitable gifts. Key benefits include:
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No need to revise your will or living trust
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Minimal cost and effort to arrange
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Retirement funds designated for charity avoid income tax
Ask your policy administrator for a change-of-beneficiary form, or you can often find this form on your provider's website, and then name Pacific Opera Project Incorporated (EIN 45-3321212) as a beneficiary of any of the following:
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IRA or qualified retirement account
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Bank Account
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Life Insurance Policies
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Brokerage Accounts
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Donor Advised Funds
How to add POP as a Beneficiary
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Request a change-of-beneficiary form from the administrator of your retirement plan, insurance policy, or bank account or download a form from your provider's website.
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Designate what percentage you would like Pacific Opera Project Incporporated to receive, name us, and indicate the percentage you chose on the beneficiary form.
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Return the completed form to your provider.
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Let us know so we can thank you!
WHAT TO GIVE
POP accepts planned gifts of cash, stock, and vehicles. Please reach out to our Executive Director, Katherine Powers, at kpowers@pacificoperaproject.com to learn more about ways to give, or if you would like to initiate a gift.