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Six Ways to Transfer Assets
Posted January 2017

Eventually we all will give away everything we own, but we have a choice as to how to make those transfers.

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Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
Posted December 2016

J. C. Penney once asked, “How can we expect our children to know and experience the joy of giving unless we teach them that the greater pleasure in life lies in the art of giving rather than ...

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You Can Make a Gift to Charity and Recover Your Capital
Posted November 2016

You may know that if you itemize deductions, you recover some of the capital from a charitable gift. But you may not be aware ...

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You Have Charitable Options for Your Required Retirement-Plan Distributions
Posted October 2016

For those of you who are at least 70½—and beginning this year there are more and more of you—you have reached the age at which required minimum distributions (RMD) must be taken ...

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Overseas Travel Often Triggers Estate Planning
Posted September 2016

Nothing stimulates estate planning like a trip overseas. While a vacation trip within the continental United States may prompt people to review estate-planning documents ...

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5 Reasons People Delay Making or Updating Their Wills
Posted August 2016

When people focus on their estate plans, they often discover that they are capable of providing for loved ones and charities to a degree they had not supposed.

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Give Property Before It’s Too Late to Avoid Tax on Capital Gain
Posted July 2016

Sometimes a person approaches a charity with an inquiry like this: “I am in the process of selling some highly appreciated commercial real estate, and ...”

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Charitable Gifts Can Help Reduce Estate Taxes
Posted March 2016

Many people worry that significant estate taxes will be due at death—and that these taxes could diminish inheritances or possibly even force the sale of a small business or family farm.

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70 1/2 or Older? IRA Charitable Rollover Is Back, and This Time It's PERMANENT!
Posted December 2015

The IRA charitable rollover has once again been renewed, but this time Congress has made it permanent.

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When Equal Is Not Equal, Charity Can Help
Posted November 2015

John, a widower, wanted to leave his children equal portions of his estate, so he decided to give each of them different assets of the same value.

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Adopting Charity at Any Age
Posted October 2015

A man and his wife, well into their seventies, recently described their estate plans like this ...

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To Convert or Not to Convert Your IRA: A Charitable Question
Posted September 2015

Possibly you have a traditional IRA, and you have been wondering whether you should convert some or all of it to a Roth IRA.

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What You Need in Addition to Your Will
Posted August 2015

If you have an up-to-date will, you are to be congratulated—especially if it includes a charitable beneficiary such as our organization.

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© Pentera, Inc. Planned giving content. All rights reserved.

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.

© Pentera, Inc. Planned giving content. All rights reserved.