Leave a Legacy

IRA CHARITABLE ROLLOVER

If you are 70½ years old or older, you can take advantage of a simple way to benefit The Phoenix Symphony and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money.

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LEGACY LEAGUE 

The Legacy League recognizes and honors the visionary individuals, couples and families who have included the Phoenix Symphony in their estate plans, ensuring that the work you care about continues. There are three ways to become a member of the Phoenix Symphony’s Legacy League:

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 form

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.


For questions regarding The Phoenix Symphony Legacy League, please contact Robert Bondlow at 602-452-0421 or rbondlow@phoenixsymphony.org.