Planned Giving

Planned Gifts offer donors a win-win proposition:
-providing financial and tax benefits to individuals and their families, while
-bestowing a lasting gift and long-term financial security to Opera Saratoga.

Opera Saratoga has for many years relied on planned gifts to support its continued success in Saratoga Springs and beyond. The 2011 Society was establishing during our 50th Anniversary Season to recognize individuals who have made Planned Gifts to the Opera and to ensure that their legacy endures in perpetuity.

There are many planned giving options, and given their complexity, it’s best to have a discussion with your attorney, accountant, or financial planner regarding which options will provide the most substantial benefits for you and your family. These are just a few of Opera Saratoga’s planned giving options:

Bequests
Beneficiary Designations
Charitable Gift Annuities
Charitable Lead Trusts
Charitable Remainder Trusts
Donor Advised Funds
Memorial and Honorary Gifts

The Opera Saratoga staff is here to help you navigate the planned giving process. In just a few minutes, we can provide you with the additional information needed to better understand various planned giving relationships. If you need help choosing a financial planner or attorney to assist you in this process, we would be happy to provide you with a list of local firms we’ve worked with in the past.

For more information, please contact Christopher Patregnani, Development Associate, at 518-584-6018 or
e-mail cpatregnani@operasaratoga.org.

2011 Society Members

Drs. Philip & Marjorie Gerdine
Robert C. Miller
Theodore F. Newlin III
David R. Tarella
Drs. Norbert & Susan Woods

The following individuals have generously provided bequests to Opera Saratoga. We commemorate theses departed friends who have honored us with their gifts:

Helen Froehlich
Ross Masterman
Florence Milano
Waldo T. Ross & Ruth S. Ross