Leave a Legacy

Legacy League
Naming The Phoenix Symphony in your estate plans is one of the most impactful ways to make a meaningful and lasting gift to your community. Planned gifts not only strengthen the Symphony’s artistic excellence and allow for growth in our education and outreach programs, they can also provide tangible tax benefits to you and your family or heirs. 

We gratefully acknowledge donors who make provisions for The Phoenix Symphony in their wills through membership in the Legacy League. 

The Symphony accepts a variety of estate gifts as outlined below. If you’d like to explore other planned giving vehicles or to notify the Symphony of your generous intent, please call contact Kate Francis, Chief Development Officer, at 602-452-0426.  You may also complete the Legacy League intent form below and mail to Ms. Francis’ attention at The Phoenix Symphony One North First Street Phoenix, AZ 85004.

League Benefits
In recognition of your support, Legacy League members are listed in all concert Program Books and are invited to an annual benefit luncheon each spring exclusively to celebrate and honor your commitment to leaving a lasting legacy at the Phoenix Symphony.

How to Leave Your Legacy

Bequests 
Making a bequest to the Phoenix Symphony is an ideal way to make a significant gift, but retain the use of your assets during your lifetime. Through a will, a family can bequeath a specific dollar amount, a percentage of an estate, or a residual value after other gifts have been satisfied. Bequests can be for a designated purpose.

Beneficiary Designations 
Naming the Phoenix Symphony as beneficiary of a life insurance policy, annuity, or retirement fund [e.g., IRA, 401(k), 403(b)] is a great way to eliminate substantial estate and income tax on these assets at the time of your death.

Direct Gifts of Cash 
Legacy gifts of cash, publicly traded securities, or life insurance cash value from a policy that’s no longer needed can be given to the endowment fund at any time, providing tax-saving benefits for you and immediate benefits to the Symphony.

In recognition of their support, Legacy League members are listed in all concert Program Books and are invited to an exclusive annual benefit luncheon each year.

How To Join The League 
To begin, contact your attorney and ask for the Phoenix Symphony to be included in your Will or Trust. Bring this sample language to use as a starting point for your discussion and planning:

Sample Language - Flat Sum (For Wills) 

I give the sum of $_____________ to the Phoenix Symphony, a registered charitable organization (TAX ID ?). At the time of this writing, the organization is located at One North First Street suite 200 Phoenix AZ 85004 .

Sample Language - Percentage (For Wills) 

I give ______ percent of the residue of my estate to the Phoenix Symphony, a registered charitable organization (TAX ID ____). At the time of this writing, the organization is located at One North First Street suite 200 Phoenix AZ 85004.”

Sample Language - Flat Sum (For Trusts) 

The trustee shall distribute the sum of $_____________ to the Phoenix Symphony, a registered charitable organization (TAX ID _____). At the time of this writing, the organization is located at One North First Street suite 200 Phoenix AZ 85004.

Sample Language - Percentage (For Trusts) 

The trustee shall distribute ______ percent of the residue of my estate to the Phoenix Symphony, a registered charitable organization (TAX ID _________). At the time of this writing, the organization is located at One North First Street suite 200 Phoenix AZ 85004.

Once you have decided to include the Phoenix Symphony in your Will, Trust, and/or estate plans, complete and return the Legacy League membership form so we can begin recognizing your generosity and including your gift in our future planning.

Link to the Legacy League Form

For questions regarding The Phoenix Symphony Legacy League, please call Kate Francis, Chief Development Officer, directly at 602-452-0426.