Gifts from Your Will or Living Trust

Gifts from Your Will or Living Trust

Often, the largest and most meaningful gift anyone can make is a bequest in a will or living trust. Many of us cannot afford to make a major gift in our lifetime. But we can set-up a legacy gift now so that San Francisco Opera receives these great gifts in the future.

gift-from-will-trust

There are several types of bequests to choose from. You maintain complete control of your assets during your lifetime and possibly save on estate taxes.

Specific Bequest: designates a specific dollar amount or specific asset to San Francisco Opera.

Residual Bequest: San Francisco Opera will receive the remainder of your estate, or a designated percentage, after all necessary costs and bequests to others have been satisfied.

Contingent Bequest: assumes that you want to leave your entire estate to family and friends. However, if you outlive any beneficiary, you can instruct that San Francisco Opera receive that portion of the estate.

View Sample Bequest Language


Top