Thinking ahead about your legacy? To make a deferred gift, a person decides to give at some future date, either a number of years from now or at death. A deferred gift is a present decision to make a future gift, evidenced by a legal contract. In the United States, the specific rules of planned giving are defined by the United States Congress and the Internal Revenue Service. By far, the most commonly utilized planned gift is the bequest of property through a person’s final will. Assets that might be used include:

  • Securities
  • Business Interests
  • Cash
  • Life insurance
  • Personal property
  • Real estate
  • Retirement plan

To include the Sacramento Philharmonic and/or the Sacramento Opera in your plans, please consult your financial advisor.