PLANNED GIVING
Charitable Gift Annuity
Charitable Gift Annuity [CGA]*
Transfer a minimum of $20,000 to a CGA and receive fixed lifetime payments (based on age and number of annuitants) with the remainder designated to Pittsburgh Opera.
*With the 2022 Secure Act, if you are 70 ½ or over, you can rollover up to $53,000 in 2025 to fund a Charitable Gift Annuity tax free. Lifetime payments will be taxed as ordinary income.
Charitable Remainder Annuity Trust
Charitable Remainder Annuity Trust
Transfer cash, stock, or property to fund a trust will provide fixed lifetime income or for a term of years to you and your spouse or family with the remainder designated to Pittsburgh Opera.
Charitable Remainder Unit Trust
Charitable Remainder Unit Trust
Same as above with lifetime income calculated on annual market value of trust.
Charitable Lead Trust
Charitable Lead Trust
Holds assets in your lifetime or for a term of years during which it provides income for Pittsburgh Opera while significantly reducing your tax costs for transferring assets, plus any additional growth, to the next generation.
