do you want to go? Click on the gift plans that interest
you to learn more about how they can help you and
us reach our goals.
Or, select up
to 3 plans to
Maximize your charitable deduction and deliver
immediate benefits to San Francisco Opera.
of Appreciated Securities
The IRS allows you one of its most significant
tax breaks for gifts of appreciated securities. Here's
information on how to transfer these assets to San Francisco Opera.
of Real Estate
Make a substantial gift to San Francisco Opera through
a transfer of residential, commercial, or undeveloped
of Business Interests
Give San Francisco Opera an interest
in a closely-held or family business.
of Partnership Interests
Support San Francisco Opera by transferring
interest in a real estate or oil-and-gas partnership.
Learn what the IRS requires and how we review gift
by Will or Living Trust
Give to San Francisco Opera without affecting
your cash flow during your lifetime.
of Retirement Plan Assets
Your retirement plan may be worth more when donated
to San Francisco Opera than when left to
of Life Insurance
Create a significant endowment for San Francisco Opera without
dipping into your capital assets.
in Partnership With Us
San Francisco Opera
Pooled Income Fund
We offer a life-income gift that works like a charitable
mutual fund. You can give us cash or securities,
receive an income tax deduction and avoid capital
gains tax on the transfer, secure lifetime income,
and deliver significant support to us.
Choose from several options that best meet your personal
financial situation and your needs.
Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income
payout by placing your donation into an individually
Freeze the taxable value of your appreciating assets
by using them to make gifts today and then passing
them back to family members later.
Give San Francisco Opera your house
and continue to live there rent-free.
Select up to
3 plans to
Legacy Giving content ©2013 VirtualGiving | Disclaimer & Privacy
STEP 1: EXPLORE
STEP 2: RESEARCH
STEP 3: CONTACT
Mark S. Jones
Director of Endowment and Legacy Giving
Phone: (415) 565-3206