A planned gift may be as simple as naming the Opera as a beneficiary of your 401(k), IRA, pension fund, will, or trust. Other donors may consider a gift annuity or charitable remainder trust which provides income or tax benefits to the donor. You may be interested in a naming opportunity in memory of a loved one, ranging from the studio in the Noah Liff Opera Center to funding a principal artist each season.
A planned gift lasts long beyond a lifetime. It not only allows you to demonstrate your commitment to opera and arts education, but it can be an important element of you and your family’s overall financial, philanthropic, and estate planning.
Nashville Opera is committed to good stewardship of your planned gift. All planned gifts will be added to the Opera’s Fund for Artistic Excellence unless otherwise specified by the donor.
We have a team of independent experts available for consultation and guidance. They can help to answer your questions, such as:
- Which gift is right for you?
- Which gifts are completely free of estate and other taxes?
- Which gifts are subject to estate or income taxes for you or your heirs?
- Which gifts can provide income? Now, deferred until retirement, or to fund (for example) children's or grandchildren's future college expenses?
Some helpful documents can be found here:
- Nashville Opera’s Gift Acceptance Policy
- Nashville Opera Planned Gift Statement of Intent
- Bequest: Sample letter for request sent to your attorney
- Charitable Endowment Insurance Policy Letter of Instruction
- Bequest: Illustrative document with language for a fund in will, existing or new
We welcome the opportunity to meet with you to discuss your interests and your goals. Please contact Lee Levine to learn more about planned gift opportunities: 615-832-5242.