Opera Naples Encore Society

• Annual Prosecco reception featuring opera singers and other special guests.
• Recognition on the Opera Naples website and program book.
• Invitations to exclusive Opera Naples events.

Planned Giving is a way for you to support an organization in the future or during your lifetime. Some Planned Gifts are made now, allowing you to see an impact right away and possibly receive immediate tax benefits. Most Planned Gifts occur later, by including a charity as a beneficiary in your trust, qualified account or estate. Planned Gifts help secure Opera Naples long-term financial strength, and best of all, you have the satisfaction of knowing you are supporting Opera Naples without using your current assets.

Depending on your financial goals, Planned Gift range from something as straightforward as a bequest in your will or trust to the naming of Opera Naples as a beneficiary, to a charitable gift annuity which can provide life income, or naming Opera Naples as a beneficiary of your IRA, life insurance policy, annuity, 401(k), living trust or other plan.

Legal name: Opera Naples, Inc.
Tax ID: 42-1671038
Address: 2408 Linwood Avenue, Naples, FL 34112
Phone: 239-963-9050

Sample Language for a Will or Trust:

For a specific bequest: “I hereby give and bequeath $___ from my estate to Opera Naples, Inc. a Florida not-for-profit corporation, in Naples, Florida, for its general purposes.”

For a remainder gift: “I hereby give and bequeath all (or ___%) of the rest, residue, and remainder of my estate to Opera Naples, Inc., a Florida not-for-profit corporation, in Naples, Florida for its general purposes.”

There are a variety of benefits available to you including reduced taxes, current cash payments (income) and supplemental support for family members and friends. Having a plan also gives you peace of mind that your wishes are clearly defined.

Depending on the specific gift you plan, there are arrangements that can provide income for family members or friends. Other plans can reduce income taxes owed by family from your retirement assets.

Planned Gifts support Opera Naples’ long-term fiscal stability and allow the administration to plan for the future.

Simply name Opera Naples as a primary or secondary beneficiary on the plan or policy’s beneficiary designation form.

Naming Opera Naples as a beneficiary of your retirement plan usually offers an important tax advantage since most retirement plans are subject to income taxes — and possibly estate taxes — if left to an individual. If Opera Naples is named as a beneficiary, Opera Naples does not pay income or estate taxes on the distribution.

Opera Naples encourages you to contact your financial or estate planning professional for legal advice.