Support the Symphony


Planning a Gift to the San Francisco Symphony

The following pages will offer ideas as to how you can be a part, truly a partner, in the shaping and developing of our future through your gifts and support of the Symphony. Davies Symphony HallYour rewards will be more than the potential tax savings. There is a great joy in helping to perpetuate exceptional music and partnering to provide outstanding performances. Join with us as we soar to new heights.

There are as many different ways to support SF 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 planned giving is a new thought, you might want to take a moment to consider some of the factors.Another reference tool for your use is our chart briefly describing some of the charitable means that are available to you - see How Can I...?

The stories that follow this page share some of the different ways people can become partners with us in changing lives. Take a moment to see how people - perhaps in circumstances similar to yours - have found ways to support the Symphony and in turn enriched their hearts and provided needed support to others. Just click on the links below.

Wills and Living Trusts Gifts of Appreciated Stock
Charitable Gift AnnuitiesCharitable Remainder Trusts
Gifts of Retirement AssetsGifts of Life Insurance
Charitable Lead TrustsGifts of Real Estate
Deferred Charitable Gift AnnuitiesPooled Income Funds

Michael Tilson Thomas conductingIf you have already included SF Symphony in your estate plans, please let us know by calling or emailing us. We would like to assist you in making certain your intentions will be carried out. We would also like to invite you to join the Pierre Monteux Society (visit the Society page for information on the Society, its benefitts and its members). If you have not written a will yet, regardless of your charitable intent, please consider this.

We want to recognize you... When you notify the Symphony about your gift, whether intended or received, we will enroll you in the Pierre Monteux Society. As a member, you will be invited to our annual Society celebration and other special activities, recognized in the Symphony’s program book, Playbill, and receive a CD of selections conducted by Maestro Monteux. To view a list of Pierre Monteux Society members click here.

a bassoonIndividual 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.

Free Newsletter! Keynotes provides valuable financial, estate and gift planning ideas. For your free copy, contact: Stephen Steiner (415) 503-5445 or e-mail your name and address to ssteiner@sfsymphony.org. To view our most recent issue click here. To view previous issues click here.

link to News and Information pageThe News and Information button will open a new browser window allowing you to read current news as it relates to planned giving. To return to these pages, please close the new browser window.

The site map lets you navigate to any page within Planned Giving. Should you have any concerns regarding the privacy of information you might furnish us, please visit our privacy statement page.

Now click here to meet Ann and David. Or click on the gift option above you would like to visit for more information.



For more information about making a planned gift, or to discuss your estate plan in confidence, please contact Stephen Steiner; Director, Gift Planning; at (415) 503-5445, or by e-mail at ssteiner@sfsymphony.org.
Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for SF Symphony by Future Focus. Please report any problems to section webmaster. Revised: February 1, 2008 16:13.

 
 

View the recent San Francisco Symphony Newsletter, Keynotes.

"Over the years, I have been enormously moved by many glorious performances of the San Francisco Symphony. Reflecting on these experiences, I wish to continue this musical enrichment for future generations through my estate planning. This magnificent Orchestra is a treasure to our community."

George Zimmerman, patron

Sample a San Francisco Symphony Performance
from Stravinsky's The Firebird

 

Kaspick logo

Many San Francisco Symphony supporters use Kaspick & Company to provide the trust administration and investment management services for their trust portfolios. To view portfolio and other information, click here.