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Five Ways to Make a Charitable Gift with Retirement Funds
Posted November 2017

Our donors often ask if they can make a charitable gift to support our work with some of their retirement funds.

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Three Tips on Timing Your Year-End Charitable Gift
Posted October 2017

Now that the leaves are falling, it’s high time to think about your year-end charitable gifts—and to make sure that you time them to your best advantage.

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Your Charitable Giving Can Continue Indefinitely
Posted September 2017

Many of our friends tell us how meaningful it is to them to be able to support our work with their financial gifts each year—and say that they wish their support could continue ...

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You Think You Don’t Need a Will? Here Are Six Reasons Why You Do—Including Charity
Posted August 2017

Is it truly necessary for us to have wills? My spouse and I own our home, cars, and bank and investment accounts in joint tenancy with right of survivorship, and we have ...

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A Charitable Solution for Low Return on Your Investments
Posted July 2017

Investors find themselves engulfed in an economic climate that features historically low interest rates on fixed income investments.

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IRA Rollover Can Reduce Tax on Social Security Benefits
Posted June 2017

Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits ...

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Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
Posted May 2017

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
Posted April 2017

One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.

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A Charitable Solution to an Unwelcome Surprise
Posted March 2017

You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise...

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Double Duty: A Gift to Charity and to Family
Posted February 2017

If you are like most people, deciding what to do with your assets is one of the most important decisions you face.

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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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© 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.