Gift Comparison Chart

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(Max 3)
  • Support today
  • Receive charitable income-tax deduction
Deduct 100% of the gift value for federal income-tax purposes
  • Support without depleting your cash reserves
  • Avoid capital-gain tax
Provide support to while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
  • Make a significant future gift without affecting your current lifestyle
A charitable bequest Reduce estate and death taxes, and retain control over your assets during your lifetime
  • Leave assets to and your heirs upon your death but you are not sure what to leave to whom
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make a significant gift to
  • Retain an income for yourself
Receive a current income stream and an immediate income-tax deduction
  • Make a significant gift to
  • Retain an income for yourself
Receive a variable income stream and an immediate income-tax deduction
  • Make a significant gift to
  • Retain an income for yourself
Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax
  • Use your assets to support today
  • Retain control over the distribution of those assets to heirs
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation

Contact Us

For further information, please contact:

Office of Planned Giving
The Metropolitan Opera
Lincoln Center
New York, NY 10023

Phone: 212-870-7388
Email: encoresociety@​metopera.org
Tax ID Number: 13-1624087

Disclaimer

This publication was prepared by Pentera Inc., an Indiana business corporation, which is independent of the Met. Pentera is solely responsible for its content, and the Met disclaims all liability. The information is intended to introduce certain concepts, and we caution you not to rely on it for any legal, tax, or other purpose. You should obtain the advice of your own legal and tax advisors before making any gift.

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