Use a beneficiary designation on a retirement plan, insurance policy, or donor advised fund to make a gift to ensure LA Opera’s future.
RETIREMENT PLANS
Your retirement-plan benefits are very likely a significant portion of your net worth, and because of special tax considerations they could make an excellent choice for funding a charitable gift.
Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.
You may wish to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to LA Opera.
You name Los Angeles Opera Company as beneficiary for part or all of your retirement-plan benefits; funds are transferred by the plan administrator at death.
Prefer to use retirement funds to give today? Click here for information about making Charitable IRA Rollover Gifts.
INSURANCE POLICIES and DONOR ADVISED FUNDS
Your insurance policies or donor advised funds can be used to make a gift to LA Opera by naming Los Angeles Opera Company as beneficiary for part or all of your policy or fund; funds are transferred by the plan administrator at death.
Interested in making an outright gift of a life insurance policy? Click here for information about making Outright Gifts of Life Insurance Policies.
Special note: Call or e-mail us to tell us of your intent, and we will assist with the details of the transfer.
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.
