Heritage Society: The Future is in Your Hands!
To keep opera alive in our community, and to ensure that future generations experience the joy of this art form, won’t you please consider Opera in the Heights (Oh!) when planning your estate? There are several ways you can do this:
- Charitable Bequest: Several types are possible including Charitable Remainder Trusts, Pooled Income Funds, Charitable Lead Trusts, Charitable Gift Annuities and Annual Exclusion Gifts.
- Retirement or Pension Plan: You can name Oh! as a beneficiary of your pension plan or IRA. This can help reduce estate and income taxes which might be due on these investments.
- Life Insurance: You can name Oh! as the beneficiary of a new or existing insurance policy.
- Add a POD or TOD Designation: Add a “pay on death” (POD) or “transfer on death” (TOD) designation to a bank or brokerage account, naming Oh! to receive the assets.
We invite you to create your own legacy and join the following members of this important society that ensures our future:
Jim and Rosalie Bates
Marcia and Michael Feldman
George B. Geary
Ron and Dixie Messner
Marsha Harris Solomon*
Robert S. Toth
*Opera in the Heights lovingly remembers those who have generously included us in their estates.
To discuss these or other planned giving options, please contact our Chairman of Development, Michael Feldman at firstname.lastname@example.org.