A Legacy for Opera
Bequests and planned giving support the future of opera.
The Pacific Opera Victoria Foundation
Accepting bequests and planned gifts to support Pacific Opera Victoria
The Bravo Society
Honouring those who create a legacy for Opera
Tax and Philanthropy: Slides from Ian Worland's Presentation, January, 2016
If you love opera, if you marvel at Pacific Opera Victoria's original productions, the inspiring performances, the compelling drama and glorious music – then you understand how important opera is to a vibrant arts community.
If you make an annual gift to support POV, then you also understand that not a moment of this magnificent art form is possible without the passion and commitment of opera lovers like you.
Every success Pacific Opera Victoria has ever had started with the support of our donors. And one of the most meaningful ways to make a real difference to the future of opera is to make a bequest in your will.
A will is the final gift we make to the world – our message to the future. Through our wills, we try to protect the people we love, give joy to those who follow us, and leave the world a better place. Behind all the legal language, a will is simply an expression of love and hope for the future, a gift to the people and causes for which we care most passionately. Guide to Making a Bequest
Through a bequest to the Pacific Opera Victoria Foundation, you can help keep opera alive and thriving in Victoria for generations to come. Your legacy will contribute to the rich cultural fabric of our community long into the future.
The Pacific Opera Victoria Foundation is a registered charitable society that exists to support Pacific Opera Victoria (POV). The Foundation accepts current and planned gifts through bequests and estate giving or other types of future gifts to provide ongoing support for the programs and activities of POV and to develop endowment funds, reserve funds and other financial assets.
POV Foundation Securities Donation Form: A donation of publicly traded securities provides additional tax benefits and is easy to do.
The POV Foundation invests funds to provide annual income for POV's artistic needs while preserving and increasing capital for long-term security. POV Foundation Investment Policy
The POV Foundation is governed by five to seven Trustees. Two trustees are members of the POV Board of Directors and the remaining are selected from the community. Contact information for any of the trustees is available by calling Pacific Opera Victoria.
POV Foundation Trustees
Donors may also elect to designate their current or planned gifts to the Pacific Opera Victoria Association (POV's legally registered name ). The main difference is that gifts designated to the Association are usually designated for opera production, artistic and educational programs and special projects.
POV Association Securities Donation Form: A donation of publicly traded securities provides additional tax benefits and is easy to do.
The Bravo Society was established to honour and recognize the generosity and vision of those who are creating a legacy for opera. The Bravo Society honours those who have arranged a donation to the POV Foundation in their wills, as well as those who have made some other type of future gift such as an insurance policy, an annuity, or a trust arrangement.
By naming the POV Foundation as a beneficiary in your will, you can support the sustainability and vitality of Pacific Opera Victoria for generations to come. You may also realize significant tax savings for your estate.
With permission, members of the Bravo Society are identified in our house programme donor listings by the symbol – B. Members may also be anonymous.
A gift or bequest that best suits your personal interests may be worked out with your lawyer, accountant, or financial advisor. Your gift will help ensure that the magic of opera lives on for generations.
Bravo Society Co-Chairs
David H. Flaherty and Maryla Waters
To learn more about planning your legacy, download our Guide to Making a Bequest.
To join the Bravo Society, you may complete and print the Bravo Society Membership Form .
TAX & PHILANTHROPY: A Current Perspective on how Planned Giving can Reduce Taxes while Helping to Build a Vibrant Community
from the January 2016 presentation
by Ian Worland. B.A., LL.B., TEP
Principal, LEGACY Tax + Trust Lawyers, Vancouver
Director, STEP Canada since 2007. Immediate Past Chair, STEP Canada (2013-2015)
The slides outline the information provided by Mr. Worland for Financial and Legal Advisors, including an overview of recent and pending changes to legislation regarding charitable donations.
For further information, please contact Nicole Olszewski at 250.382.1641, ext.212
Ian Worland's presentation to Victoria Professional Advisors was hosted by the Trustees of the POV Foundation.
To the members of the Host Committee for their time and valuable advice in the planning of this unique event:
Bernard Beck, John Coupar, Deneen Cunningham, Tino di Bella,
Heather Fisher, Mark Horne, Fiona Hunter, Andrew Jackson,
Susan Mehinagic, David Moore, Patrice Newman,
Shelagh Rinald, Charlotte Salomon, David Schneider,
Leda Townshend, Donovan Waters, Joan Wiggins
To our Sponsors, Horne Coupar and David W.Moore, Wealth Management, RBC Dominion Securities
Nicole (Olszewski) Malcolm
All calls will be treated as confidential.
Tax & Philanthropy: A Current Perspective On How Planned Giving Can Reduce Taxes While Helping To Build a Vibrant Community. Presentation to Victoria Professional Advisors by Ian Worland, Principal, Legacy Tax + Trust Lawyers
Donations of publicly traded securities
POV Foundation Securities Donation Form
Bravo Society Sponsors
Special thanks to