Bequests and Other Planned Gifts

Recent News! You have a unique opportunity to help us with an IRA distribution. New legislation was recently passed - click here for more information.

The following pages offer ideas in how you can be a part partner in shaping and developing the future through your gifts and support of the California Symphony. Helping others can lead to unequaled personal and emotional fulfillment.
 

Learn how to join the Barry Jekowsky Heritage Society

There are as many different ways to support the California Symphony as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider. If you are not familiar with the concepts and strategies of charitable gift planning, you might want to take a moment to consider our chart briefly describing some of the charitable means that are available to you - see How Can I...? Supporters who include a legacy gift for the California Symphony in their estate plans contribute to the California Symphony's permanent endowment. Income from this endowment provides the financial margin that enables us as we strive to deliver the exceptional.

Legal Name: California Symphony Orchestra, Inc. Tax ID Number: 94-3024038

The stories that follow share some of the different ways people can become partners with us in changing lives. Take a moment to see how they - perhaps in circumstances similar to yours - have found ways to support the needs of others and causes that are important to them - the way the California Symphony is important to you. In turn, they have enriched their own hearts as well. Just click on the links below.

Wills and Bequests	Gifts of Appreciated Stock
Charitable Gift Annuities	Charitable Remainder Trusts
Gifts of Retirement Assets	Gifts of Life Insurance
Charitable Lead Trusts	Gifts of Real Estate
Deferred Charitable Gift Annuities	Bargain Sales

We are currently prioritizing some of our resource needs so that we may present a list for your information. When completed, it will be available on our wish list.

Estate Planning:
If you have already included the California Symphony in your estate plans, please let us know by calling us or filling out our estate intention form. We would like to assist you in making certain your intentions will be carried out and invite you to join the Barry Jekowsky Heritage Society. If you have not written a will yet, regardless of your charitable intent, please consider this for it is a gift to your loved ones.

Individual circumstances will vary - as with all tax and estate planning, please consult your attorney or estate specialist. We will be glad to answer questions and offer suggestions confidentially based on your personal circumstances. Please call us or e-mail us (see contact page). You may also use our information request form.

News and Information:
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