Through proper planning, the legacy of love and care that you leave for your family and friends can be encouraging and even inspiring. We can help you create a powerful philanthropic legacy while supporting the chorale that you love for years to come!
By making a planned gift to Pacific Chorale you can help to ensure we continue to carry out our mission. Most donors choose to give to the following areas to support our important work for many years to come:
• Endowment
• Operating Support
• Program Sponsorship
• Concert Sponsorship
Pacific Chorale is happy to provide guidance for you and your family while establishing your legacy and supporting the causes that you care about.
About the Encore Society
The Encore Society recognizes and honors those who have included Pacific Chorale as part of their estate planning. By remembering Pacific Chorale in a will, an insurance policy or retirement plan, by establishing a charitable remainder trust, or through any other planned-giving vehicle, you have the opportunity to leave a definite legacy and ensure the preservation of quality choral music and education. Have you ever considered extending your generosity beyond your lifetime?
If you have already remembered Pacific Chorale in your estate plan, or are interested in doing so, please contact Thelma Valenzuela, Director of Development for more information. She can be reached at (714) 662-2345. All inquiries will be strictly confidential.
Current Members of our Encore Society can be found here on our Supporters page.
How Do I Make a Legacy Gift?
Leave a Legacy
There’s something about the human voice raised in song that strikes a chord deep inside all of us. Your investment, no matter how large or small, will help Pacific Chorale continue to make a profound difference in your community, while ensuring that this amazing art form continues to thrive in Orange County and throughout the nation.
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a larger impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.
Stock Gifts
Did you know that Pacific Chorale accepts gifts of stocks, ETFs, mutual funds, and bonds?
Donor Advised Funds
Donor Advised Funds (DAFs) are held by public charities including local community foundations and “gift funds” initiated by financial firms that have a charitable mission allowing grants to other qualified charitable organizations.
You might want to consider partnering with an organization like the Orange County Community Foundation. OCCF partners with generous individuals, families, foundations, and businesses to fulfill their philanthropic and financial objectives while supporting the causes they care about most.
Qualified Charitable Distributions
Qualified Charitable Distributions (QCDs,) are a pain-free and tax-advantageous way for you to give charitably from your IRA.
A QCD is a direct transfer of funds from your IRA custodian, payable to a qualified charity. QCDs can be counted toward satisfying your required minimum distributions (RMDs) for the year, as long as certain rules are met.
In addition to the benefits of giving to charity, a QCD excludes the amount donated from taxable income, which is unlike regular withdrawals from an IRA. Keeping your taxable income lower may reduce the impact to certain tax credits and deductions, including Social Security and Medicare.
Also, QCDs don’t require that you itemize, which due to the recent tax law changes, means you may decide to take advantage of the higher standard deduction, but still use a QCD for charitable giving.
Questions? Contact Thelma Valenzuela, Director of Development for more information.
Thelma@pacificchorale.org | (714) 662-2345