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Time to Review Your Portfolio and Plan Year-End Charitable Gifts
Posted December 2019

Now is the time to evaluate your stock holdings and create your year-end action plan. Here are four steps to consider.

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Charitable Provisions in Your Will? Giving During Lifetime May Yield Greater Tax Savings
Posted November 2019

If you are planning a charitable bequest, you may want to consider accelerating your plans in order to realize substantial income-tax savings.

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You Can Get Tax Benefits from Charitable Gifts Whether or Not You Itemize Deductions
Posted October 2019

Your gift to us can save taxes in three different ways—even if you plan to take the standard deduction.

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You Likely Need an Estate-Planning Team to Meet Your Financial, Charitable, and Personal Objectives
Posted September 2019

Your estate-planning team may include half a dozen professionals—including us!

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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
30 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.