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Bequests by Will

Naming The Santa Fe Opera in Your Will

 A bequest is the simplest and most convenient way to make a planned gift to The Santa Fe Opera (a gift that costs nothing during your lifetime – plan now, give later!). Your gift can be for general or specific purposes and can be a set dollar amount, a percentage of your estate, or one that lists the Opera as a secondary (contingent) beneficiary.

·       Your gift will be exempt from federal estate tax
·       You completely avoid capital gains
·       You control your assets during your lifetime
·       You’ll be making a substantial gift when you no longer need the assets

We love it when you share your specific bequest details with us, as it helps the Opera see more clearly into its future – though of course, you still have the flexibility to make changes should you need or wish to.

 Sample bequest language is provided for you below.

SPECIFIC DOLLAR BEQUEST

“I bequeath Twenty Thousand ($20,000) Dollars [or: all my Intel stock] to The Santa Fe Opera, a New Mexico non-profit corporation in Santa Fe, NM.”

RESIDUARY BEQUEST

“I bequeath Ten Percent (10%) of the residue of my estate to The Santa Fe Opera, a New Mexico non-profit corporation in Santa Fe, NM.”

CONTINGENT BEQUEST

“If my nephew does not survive me or is unable to inherit this bequest, I direct that it be paid to The Santa Fe Opera, a New Mexico non-profit corporation in Santa Fe, NM.”

UNRESTRICTED  VS. RESTRICTED

The most useful kind of bequest is unrestricted, allowing the funds to be allocated by The Santa Fe Opera wherever the need is greatest at the time they are received. 

You may also restrict your gift to a special Santa Fe Opera program or specific part of our mission that reflects your personal or professional passions. 

Please call The Santa Fe Opera’s Planned Giving office at (505) 995-3020 or Contact Us by email to discuss your bequest.  

Read a story behind these kinds of Gifts
Back to Planned Gifts