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Seattle Opera.


Planned Giving

Be a Part of Our Bright Future

Review Your Plans in 2019

This year, make reviewing (and updating) your plans one of your new year’s resolutions. Our checklist can help you get started.

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Endowment for Seattle Opera

Seattle Opera Foundation was established in 1982 by Seattle Opera’s Board of Directors for the principal purpose of securing and managing the Endowment for Seattle Opera. It is a tax-exempt 501(c)(3) supporting organization operated exclusively for the benefit of the Seattle Opera. A gift made to Seattle Opera that is designated for "Endowment" will be redirected to the Foundation. For more information on our Gift Classification Policy, please click here.

How is a gift to Seattle Opera Foundation different from a gift to Seattle Opera?

A gift to Seattle Opera goes directly to the general operating funds of Seattle Opera or to a specific program designated by the donor. When the Seattle Opera Foundation accepts donations, it invests the funds received, and these funds make up the Seattle Opera Endowment. On an annual basis the Foundation trustees determine an amount to be distributed to the Opera for general operations and, in the case of income on restricted funds, for the purposes designated by the donors at the time of the gifts.

Why give to Seattle Opera Foundation?

A gift to the Seattle Opera Foundation helps to:

  • maintain long-term security for Seattle Opera
  • provide a financial cushion during economic downtimes
  • allows Seattle Opera to take more risks and create better art
  • increase education and community engagement activities

How can I give to Seattle Opera Foundation?

When you make your gift to the Endowment for Seattle Opera, specify that the funds are to be directed to the Seattle Opera Foundation using our Legacy Gift Notification Form. If you wish to give to a specific fund held by Seattle Opera Foundation, please contact our office for assistance. You can donate to Seattle Opera Foundation in a variety of ways, including:

  • With a gift of cash, securities, real estate, or underperforming assets
  • After your lifetime through a will or trust;
  • By designating Seattle Opera Foundation as a beneficiary to your retirement assets or life insurance policy;
  • Through a Charitable Remainder Trust, Gift Annuity, and other gift types that generate annual income payments to you or your loved ones

To learn more about specific types of planned gifts, please browse the menu on the left and click the option that best suits your giving objectives or contact us.

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A charitable bequest is one or two sentences in your will or living trust that leave to the Endowment for Seattle Opera a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Endowment for Seattle Opera, a nonprofit corporation currently located at 363 Mercer Street, Seattle, WA 98109, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Endowment for Seattle Opera or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Endowment for Seattle Opera as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Endowment for Seattle Opera as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Endowment for Seattle Opera where you agree to make a gift to the Endowment for Seattle Opera and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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