Underwriting and Estate Planning Opportunities for 2011-2012
All underwriters will receive special program recognition

INDIVIDUAL
UNDERWRITING
MATCHING
CAMPAIGNS
SPECIAL
CAMPAIGNS
CORPORATE
UNDERWRITING
ESTATE
PLANNING


INDIVIDUAL UNDERWRITING OPPORTUNITIES

Wandering Minstrel ($500)              Underwrite a song

  • Special mention in the appropriate program
  • Donation added to all Membership Donation to increase 12-month program level recognition

Pirate King ($1,000)              Underwrite a Scene
All the above benefits plus

  • Two free tickets to the underwritten production

Learned Judge ($2,500)        Underwrite Costumes, Supporting Singer or Choreographer
All the above benefits plus

  • Quarter page B/W photo dedication in the appropriate program
  • Two additional free tickets to the underwritten production (Total of 4)

Lord Chancellor ($5,000)     Underwrite a Leading Singer, Conductor or Stage Director
All the above benefits plus

  • Half page B/W photo dedication in the appropriate program replaces quarter page
  • Invitation to a private reception

Major General ($10,000)      Underwrite the Orchestra, Chorus or Stage Set
All the above benefits plus

  • Full page B/W photo dedication in the appropriate program replaces half page

Grand Duke ($25,000)          Underwrite a Production
(Limit of 2 opportunities per production)
All the above benefits plus

  • Full page color photo dedication in the appropriate program
  • Four additional free tickets to the underwritten production (Total of 8)

Grand Pooh-Bah ($50,000)  Underwrite the Season
(Limit of four opportunities per season)
All the above benefits plus

  • Full page color photo dedication in all four season programs
  • Eight free tickets to all four season productions (Total of 32)
    MATCHING CAMPAIGNS

Matching other people’s money to yours is always a wonderful way to support a cause.

Do you know that many employers match donations their employees make to non-profit organizations?
We invite you to check with your employer to see if you can increase your donation by opting into a program.

Some local employers who are helping to support Lyric Opera through their employees include Caterpillar Foundation, Exxon Mobil Foundation, IBM, Qualcomm Matching Gift Program, Sun Microsystems,
Union Bank of California, UnitedHealth Group, and Vanguard Charitable Endowment Program.


SPECIAL CAMPAIGNS

Unfortunately, membership donations and ticket sales do not cover all our financial needs. Lyric Opera
frequently has special campaigns for specific purposes.

Most of you are well acquainted with our holiday Beg-A-Thon. We are also known to have occasional raffles,
Galas, and special Matching Campaigns. Every contribution you make – in any amount – is greatly appreciated
by us and helps us keep the Lyric Opera San Diego and the Birch North Park Theatre a vibrant part of
San Diego’s cultural and business community.


CORPORATE UNDERWRITING OPPORTUNITIES

General Manager ($1,000)                Underwrite a song

  • Logo displayed on the flat screens in the Fischlowitz Lobby for the appropriate production
  • 12-month donor listing in all programs
  • Two free tickets to the underwritten production

Vice President ($2,500)                     Underwrite a Scene

  • Logo displayed on the flat screens in the Fischlowitz Lobby for the appropriate production
  • 12-month donor listing in all programs
  • Four free tickets to the underwritten production

President ($5,000)                  Underwrite Costumes, Supporting Singer or Choreographer

  • Quarter page B/W photo dedication in the appropriate program
  • Logo displayed on the flat screens in the Fischlowitz Lobby for the appropriate production
  • 12-month donor listing in all programs with logo
  • Invitation to a private reception
  • Logo placed on Lyric Opera San Diego web site for 12 months
  • Four free tickets to the underwritten production

CFO ($10,000)                       Underwrite a Leading Singer, Conductor or Stage Director

  • Half page B/W photo dedication in the appropriate program
  • Logo displayed on the flat screens in the Fischlowitz Lobby for the appropriate production
  • 12-month donor listing in all programs with logo
  • Logo placed on Lyric Opera San Diego web site for 12 months
  • Four free tickets to the underwritten production

COO ($25,000)                       Underwrite the Orchestra, Chorus or Stage Set

  • Full page B/W photo dedication in the appropriate program
  • 15-second spot played on the flat screens in the Fischlowitz Lobby for the appropriate production
  • 12-month donor listing in all programs with logo
  • Logo placed on Lyric Opera San Diego web site for 12 months
  • Invitation to a private reception
  • Four free tickets to the underwritten production

CEO ($50,000)                       Underwrite a Production

  • Full page color photo dedication in the appropriate program
  • 30-second spot played on the flat screens in the Fischlowitz Lobby for the appropriate production
  • 12-month donor listing in all programs with logo
  • Logo placed on Lyric Opera San Diego web site for 12 months
  • Invitation to a private reception
  • Eight free tickets to the underwritten production

Chairman of the Board ($75,000)    Underwrite the Season

  • Full page color photo dedication in all four season programs
  • 30-second spot played on the flat screens in the Fischlowitz Lobby
  • 12-month donor listing in all programs with logo
  • Logo placed on Lyric Opera San Diego web site for 12 months
  • Invitation to a private reception
  • Eight free tickets to all four season productions
    ESTATE PLANNING OPPORTUNITIES

BEQUESTS – name LOSD in a will or trust, designating a specific amount, a specific asset, a percentage
of the net or a share of the residual (what is left over) from the estate

LIFE INSURANCE – list LOSD as a beneficiary to contribute the rights and proceeds of an insurance policy

RETIREMENT ACCOUNTS – name LOSD as the beneficiary of the remainder beneficiary of retirement
assets after the donor’s passing.  A good way to reduce a taxable estate as well as the potential tax
consequences for non-charitable beneficiaries

CHARITABLE  REMAINDER TRUST – a split interest trust often funded with highly appreciated assets
(to avoid capital gains) or to reduce the size of a potentially taxable estate.  Donors (or their designated beneficiary) retain a term of years or life-interest in a designated income stream and corpus passes to LOSD when the
trust terminates.

CHARITABLE LEAD TRUST – the opposite of a charitable remainder trust – charity receives income from the trust for a term of years and then the trust terminates and asset returns to the donor/family. 

LIFE ESTATE – donor gifts residential property to LOSD, but retains a “life estate” or right to live in the property for his/her lifetime.  Donor is responsible for all property maintenance and real estate taxes, but receives the benefit of an immediate tax deduction which is what makes it preferable for some donors over leaving the property in a will or trust.

Estate planning should be done with the advice of your attorney or financial advisor.
We will be pleased to meet with you and your advisor if you so desire.


Please contact our General Director, Leon Natker,, to reserve your Opportunity or discuss details
 lnatker@lyricoperasandiego.org or 619-231-5714, ext. 114
All contributions are tax deductible to the full extent allowed by law. The tax ID is 95-3426868.