Explore what types of assets—such as securities, retirement accounts, and property—make the best planned gifts.
Gifts of Stocks and Bonds
Donating appreciated securities, including publicly traded stocks or bonds, is an easy and tax-effective way for you to make a gift. These can be used to make outright gifts or to fund planned gifts such as charitable gift annuities (CGAs), charitable remainder trusts (CRTs), or charitable lead trusts.
Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to charity, particularly if your policy has outlasted its original purpose (e.g., intending to provide for minor children who are now financially independent adults). You can use life insurance to make an outright gift or an estate gift.
Gifts of Retirement Assets
Donating part or all of your unused retirement assets—such as an IRA, 401(k), 403(b), pension or other tax-deferred plan—is an excellent way to make a gift to our organization. You can include LA Opera by designating us as a beneficiary of your retirement plan or by making an outright gift of a qualified charitable deduction.
Gifts of Real Estate
Donating appreciated real estate—including a home, vacation property, undeveloped land, farmland, ranch, or commercial property—is another way to make a meaningful gift. You can donate property outright, or use real estate to fund a gift that can pay you income such as a charitable gift annuity or charitable remainder trust. You can also donate your home while retaining the right to live in it during your lifetime. This type of gift, a retained life estate, can offer current tax advantages.
Gifts of Cash
A gift of cash is a simple and easy way for you to support LA Opera. You may choose to make gifts in one or more of the following ways:
- Outright/current gifts
- Bequests in a will or trust
- Income-producing gifts, such as charitable gift annuities or charitable remainder trusts
- Charitable lead trusts that allow you to benefit from tax savings without giving up the assets you would like your family to receive in the future
HAVE QUESTIONS?
Contact our Planned Giving team at 213.972.3141 or legacy@laopera.org.
Disclaimer: LA Opera provides information intended to introduce certain concepts, and we caution prospective donors not to rely on it for any legal, tax, investment, or other purpose. We encourage those considering a gift to consult their professional advisors before making any gift.
