There are many planned giving options for individuals and couples who want to support the Santa Fe Chamber Music Festival. Information about estate-planning tools can be obtained from your investment advisor or directly from the Festival. Please review the information below, then call for a personal consultation with Steven Ovitsky, Executive Director, at 505-983-2075, ext. 110, or email him at sovitsky@sfcmf.org.

The Mozart Society honors individuals who inform us that they are providing for the Festival with a gift in their wills or other estate planning documents. All planned gifts become part of the Festival’s permanent Endowment and help to ensure that the Santa Fe Chamber Music Festival continues tobe an important contribution to future generations.

Mozart Society members are recognized annually in the Festival’s summer program book. We also invite Mozart Society members to a private social event each year, held at the home of a Festival Board member.

There are many planned gift options for those wishing to support the Festival. Information about any of the estate-planning tools can be obtained from your investment advisor or directly from the Festival by contacting Steven Ovitsky, Executive Director, (505) 983-2075, x110.

Planned Giving Options

Bequests
Specifying in your will either a dollar amount or percentage of your estate that you want to go to the Festival, while retaining the use of your assets during your lifetime.

Charitable Lead Trusts
Transferring assets to a trust that that pays a yearly income to the Festival for a specified number of years, and then returns the assets to you or your designated beneficiaries. The trust assets will not be included in your estate, providing income, gift and estate tax benefits.

Gifts of Real Property
Donating your home or other real estate to the Festival and receiving immediate tax benefits, even if you continue to live in your home. This keeps the property out of your taxable estate.

Life Insurance
Transferring ownership of a paid-up life insurance policy to the Festival and receiving an immediate tax deduction, as well as eliminating estate taxes at the time of your death.

Retirement Benefits
Naming the Festival as beneficiary of IRA or other retirement plan assets, eliminating substantial estate and income taxes on these assets at the time of your death.

Benefits of Membership in The Mozart Society

If you have made a gift to the Festival as part of your will or estate plan and let us know that you have done so, we will recognize your commitment through membership in The Mozart Society.

We list Mozart Society members every year in our Program Book, which is distributed at all concerts during the season. We also invite Mozart Society members to a private social event each year, held at the home of a Festival Board member.

Naming Opportunities for Planned Gifts

Donors who make irrevocable* planned gifts may choose from a wide variety of Festival activities to name during their lifetimes, including:

· artists’ and composers’ residencies

· education and outreach programs

· performance funds

· national radio broadcasts 

*Irrevocable planned gifts may include life income gifts (such as charitable gift annuities and charitable remainder or lead trusts), life insurance policies, and gifts of real property. Bequests and other revocable planned gifts may also qualify for naming opportunities when the donor’s estate is settled and these assets are transferred to the festival.