Make a Big Impact With a Future Gift
When you include the Milwaukee Symphony Orchestra in your estate plan, your generosity provides extraordinary musical experiences that enrich and inspire our community. Thank you for ensuring that the MSO can impact our community well into the future.
Ways to Leave a Legacy at the Milwaukee Symphony Orchestra
A Gift in Your Will
With as little as one sentence, you can make a gift in your will or trust that significantly impacts the Milwaukee Symphony Orchestra's mission. Whether you choose to give a set amount or a percentage of your estate, your support ensures we can provide musical experiences that enrich and inspire our community.
Naming the Milwaukee Symphony Orchestra as a beneficiary of one of your assets, such as your retirement plan or life insurance policy, is a convenient way to ensure we can continue to serve our audience. All it takes are a few minutes and a simple form.
Use Your IRA
If you’re 70½ or older, you can use the IRA charitable rollover (sometimes referred to as a qualified charitable distribution) to make a tax-free gift to the Milwaukee Symphony Orchestra. You can transfer any amount per year up to the maximum allowed by law. If you are required to take a minimum distribution, you can use your gift to satisfy all or part of your obligation.
Charitable Remainder Trust
This type of trust provides you or other named individuals income each year from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to the Milwaukee Symphony Orchestra.
Charitable Lead Trust
If you want to make an impact now at the Milwaukee Symphony Orchestra and also provide for your family later, consider setting up a charitable lead trust
When you give the Milwaukee Symphony Orchestra appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. This eliminates capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.
Donor Advised Fund
A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Milwaukee Symphony Orchestra and other qualified charities.
When you give to the Milwaukee Symphony Orchestra Endowment, you give a gift with both immediate and long-term benefits.
Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at the Milwaukee Symphony Orchestra. The remaining funds are reinvested to ensure indefinite support.
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