planned giving
Your legacy provides for our future and the future of the arts in our community.
Join the Legacy Circle
By becoming a member of the Legacy Circle, you join the company of many forward-thinking individuals whose generosity will impact the community for generations to come. Planned giving plays a pivotal role in the future of Omaha Performing Arts.
When you include us in your will or estate plans you ensure:
- the continued development of exceptional Education and Community Engagement programs
- our ability to attract the world's most celebrated performing artists
- the preservation of our beautiful venues: the Holland Performing Arts Center, Orpheum Theater, Steelhouse Omaha, and Tenaska Center for Arts Engagement
"Omaha Performing Arts has enabled me to follow my ambitions of becoming a professional musician and artist! Their support is one reason why I am pursuing my dreams today."
— Marcel Daly
By joining the Legacy Circle, your gift will enable a young child to experience their first show, an aspiring actor to learn from a Broadway professional, or help a school bring theater and music into the classroom.
Questions? Call 402.661.8410 or email Development@o-pa.org.
A brief guide to planned giving options
Your gift: Bequest
Your goal: Defer a gift until after your lifetime.
How to make a gift:
Name us in your will or living trust. (Designate a specific amount, percentage or share of the residual).
Your benefits:
Control of your assets for your lifetime. Donate exempt from federal estate tax.
Your gift: Outright gift of cash
Your goal: Make a quick and easy gift.
How to make a gift:
Simply write a check or make a cash donation now.
Your benefits:
Immediate income tax deduction.
Removes property from future taxable estate.
Your gift: Outright gift of securities
Your goal: Eliminate tax on long-term capital gains.
How to make a gift:
Contribute long-term appreciated stock or other securities.
Your benefits:
Immediate charitable deduction.
Elimination of long-term capital gains tax.
Your gift: Gift of retirement assets
Your goal: Avoid the twofold taxation on IRAs or other retirement plans.
How to make a gift:
Name us as the beneficiary of your retirement account after your lifetime.
Your benefits:
Allows you to make the gift from the most highly taxed assets, leaving better assets for your family.
Your gift: Gift of life insurance
Your goal: Make a large gift with little cost to yourself.
How to make a gift:
Change ownership on a life insurance policy you no longer need.
Your benefits:
Current income tax deduction.
Possible future deductions through gifts to pay future premiums.
Your gift: Retained life estate
Your goal: Give your personal residence or farm now, but continue to live there.
How to make a gift:
Designate ownership of your home to us, but retain occupancy for life.
Your benefits:
Valuable charitable income tax deduction.
Lifetime use of residence.
Your gift: Gift of real estate
Your goal: Make a gift of property no longer needed and generate an income tax deduction.
How to make a gift:
Donate the property to us.
Your benefits:
Immediate income tax deduction.
Reduction or elimination of long-term capital gains tax.
Your gift: Charitable remainder trust
Your goal: Secure a fixed and often increased income or create a hedge against inflation.
How to make a gift:
Create a trust that pays income annually; the principal is retained for a charitable organization.
Your benefits:
Variable of fixed income for life.
Immediate income tax charitable deduction.
Your gift: Charitable lead trust
Your goal: Reduce gift and estate taxes on assets you pass to children or grandchildren.
How to make a gift:
Create a charitable trust that pays fixed or variable income to us for a specific term of years; the principal is retained for heirs.
Your benefits:
Reduce your taxable estate.
Property kept by your family, often with reduced gift taxes.
Your gift: Charitable gift annuity
Your goal: Supplement income with steady payments that are partially income tax-free.
How to make a gift:
Establish a charitable gift annuity contract with us that pays a set amount for life.
Your benefits:
Current and future savings on income taxes.
Fixed payments for life for one or two individuals.
Commit to the Legacy Circle
If you’re ready to add Omaha Performing Arts to your estate plans, complete the Planned Giving Letter of Intent so we can thank and recognize you for your contribution.
Our tremendous gratitude to our legacy circle members
Michael E. Bailey and Cynthia J. Bailey Trust
H. Robert* and Marilyn P. Cassling
Marianne K. Festersen*
Dr. Amy Haddad M. Haddad and Steven S. Martin
Daniel Hamann
Darrald B. Harsh*
Richard D. Holland*
Nancy R. Johnson
Todd L. and Susan Johnson
Fran and Rich Juro
Helen* and Richard Kelley
Carl G. Mammel
Chad and Jennifer Rutar
Martha and David Slosburg
Joan H. Squires
Dr. James and Carole Tremain
Anne Thorne Weaver*
*Deceased
Why We Give to OPA: Jennifer and Chad Rutar
