Planned Giving

Planned Giving

You have played a vital role in the success of the BPO. It is because of you and donors like you that the BPO has been enjoyed by generations of music lovers – and will continue to for generations to come!

Since 1935, the generosity of patrons and donors has made it possible for the BPO to continue educating young audiences and enriching the lives of people like you with unforgettable musical events season after season.

As we look forward, we proudly rely upon today’s patrons and donors. Create a legacy with us through planned giving so that someday, the next generation can fill your seats and carry on your passion for the BPO.

CREATE A LEGACY WITH THE BPO

Creating a legacy with the BPO is easier than you think. You don’t need to be incredibly wealthy to help, you just need what you already have: a passion to see the BPO continue for generations to come.

Plan now, and let your love for the BPO live on through the education, entertainment and inspiration of thousands of adults and children for years to come.

THE MOST COMMON PLANNED GIFTS

WILLS AND BEQUESTS
The easiest type of planned gift. Simply make your wishes known to your estate attorney and leave a portion of your estate or a specific dollar amount to the BPO.
Advantage – Does not affect your liquid assets during your lifetime.*
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GIFTS OF RETIREMENT PLANS
Contact your financial institution and leave a gift after your lifetime from a retirement account with the BPO.
Advantage – This is a gift from the most highly taxed portion of your estate.*
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GIFTS FROM IRA DISTRIBUTION

If you are age 70 1/2 or older and taking a mandatory distribution from an IRA, you may have your financial institution send a gift directly from your IRA to the BPO and can donate up to $100,000 annually through your IRA.
Advantage – This reduces your mandatory distribution amount thereby reducing your taxable income.*
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GIFTS OF APPRECIATED SECURITIES
Gifts of appreciated stock can be transferred directly to the BPO from your financial institution.
Advantage – Reduces capital gains tax.*
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*The BPO does not offer tax advice. Please contact your accountant, tax advisor, financial advisor or estate attorney to decide if this is right for you.

JOIN THE MUSICAL HERITAGE SOCIETY

When you create a legacy with us, you’ll become a member of the Musical Heritage Society (MHS). MHS members receive invitations to receptions, informational sessions, and other perks. Additionally, our patrons will forever see your name honored in our programs and remember your part in making the BPO possible.

Above all else, we’d like to show our appreciation to you for making the BPO part of your estate plans.

Click here for more information about gift and estate planning.