The Mozart Society

 

Legacy Giving

The Mozart Society honors individuals who inform us that they are providing for the Santa Fe Chamber Music 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 Festival continues to be an important resource for future generations.

Benefits of Membership

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.

Society members are acknowledged annually in the Festival’s summer program book, distributed at all concerts during the season. We also invite members to a private social event each year, held at the home of a Festival board member.

Giving Options

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. Please review the information below; then call for a personal consultation with Joseph Hohlfeld, Director of Development, at 505-983-2075, ext. 108, or click here to email him. Options include:

Include the Santa Fe Chamber Music Festival in a Will or Trust

Naming the Festival as a beneficiary of a will or trust is a meaningful way to leave a legacy that sustains artistic excellence and inspires future generations of music lovers who participate in our year-round music education programs.

You can make a bequest to the Festival by including language in your will or living trust that states you wish to leave a portion of your estate to the Festival or by designating the Festival as a beneficiary of your retirement account or life insurance policy.

Sample bequest language for a will, codicil, or revocable living trust includes:

I give (legal description of property; specific dollar amount; desired percentage; or rest, residue and remainder of my estate) to the Santa Fe Chamber Music Festival, a New Mexico not-for-profit corporation, located at 208 Griffin Street in Santa Fe, New Mexico, to be used in support of its mission OR to support (program or department) at the Santa Fe Chamber Music Festival.

If you’ve already included a gift in your will or trust, please contact the Festival’s Director of Development, Joseph Hohlfeld, at 505.983.2075, ext. 108, or jhohlfeld@sfcmf.org to let him know. We’d love to thank you for your generosity.

Charitable Beneficiary Designation

To designate the Festival as the charitable beneficiary of an IRA or another retirement account, life insurance policy, or donor-advised fund (DAF), simply share our information below with your administrator. There are many benefits to letting us know that you’ve designed the Festival as a beneficiary, so please reach out to us with any questions or intentions. 

  • Legal name: Santa Fe Chamber Music Festival
  • Mailing address: PO Box 2227, Santa Fe, NM 87504-2227
  • Federal tax ID: 85-0224461

Life Income Gifts

A charitable gift annuity is a way to make a gift to the Santa Fe Chamber Music Festival and receive fixed payments for life. This arrangement involves you giving assets to the Festival in exchange for the Festival providing you with a stream of income payments. Upon your passing, the Festival will receive the remaining assets, which will be used to support our mission. There are numerous variations and options available for customization within this arrangement. 

How does a charitable gift annuity work?

When you transfer cash or securities to create a charitable gift annuity at the Festival, you receive a lifetime stream of fixed payments in return. The remaining value of your gift supports the mission of the Festival.

The fixed payments can be quite high depending on your age, and a portion of each payment may even be tax-free.

You receive a charitable income-tax deduction for the gift portion of the annuity.

You receive the satisfaction of knowing that you’re strengthening the future of the chamber-music art form through your support of the Santa Fe Chamber Music Festival.

Charitable Lead Trusts

Transferring assets to a trust 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, thus 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 the beneficiary of IRA or other retirement plan assets, eliminating substantial estate and income taxes on these assets at the time of your death.

Naming Opportunities for Planned Gifts

Donors who make irrevocable* planned gifts may choose from a wide variety of Festival activities for naming 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.