Plan Your Lasting Gift

You can make a bigger difference than you think! Wealth is not a requirement-only planning. A planned gift often results in a contribution much larger than you thought possible. Here are some ways in which you can leave a legacy for the Peninsula Symphony and may recognize tax benefits in return:

• Leave a specific dollar amount or percentage of your estate in your will to the Peninsula Symphony
• Designate the Peninsula Symphony as beneficiary of specific assets (real estate, bonds, stocks, vehicles, etc.) in your will
• Name the Peninsula Symphony as the beneficiary of an existing, or new, life insurance policy
• Name the Peninsula Symphony as a beneficiary of your pension plan or IRA
• Name the Peninsula Symphony as beneficiary of a Charitable Remainder Trust, a life income gift which provides you with fixed or variable lifetime income
• Make a gift to the Peninsula Symphony Endowment Fund. Endowment Fund gifts are self-perpetuating because the principal remains in the fund while only the income is utilized. One of the ways to contribute to the Endowment Fund is through a tribute gift to memorialize a special friend or family member or honor a special occasion. The Peninsula Symphony will inform the family or honoree about your tribute, and you will receive an acknowledgement of your gift as well.

Please contact the Peninsula Symphony Association office for more information.

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