Including the Stamford Symphony in your estate plan allows you to contribute to our success while achieving your philanthropic and financial goals. We invite you to consider the following gift options to the Stamford Symphony as part of your estate plan:

  • Bequests by will or trust. You may give cash, specific property or a percentage of your estate to the Stamford Symphony free of estate tax.
  • Charitable Remainder Trusts. These trusts provide fixed or variable payments to you or the Stamford Symphony during your lifetime, while preserving the remaining funds for your heirs or for the Stamford Symphony.
  • Retirement Assets and Life Insurance Policies. These tax free gifts may benefit both you and the Stamford Symphony.

Potential benefits of planned giving to the Stamford Symphony include the following:

  • Receive a current income tax charitable deduction.
  • Reduce estate and gift taxes.
  • Avoid long term capital gains.
  • Increased income and effective rates of return.

By including the Stamford Symphony in your estate plan, you will become a member of the Encore Legacy Society, joining others who have made such important provisions.

We can work with you and your professional advisors to help you plan for tomorrow and receive maximum benefits today. For more information please contact Barbara J. Smith-Soroca, CEO and President, at (203) 325-1407 x 15 or at bjsoroca@stamfordsymphony.org.

For additional information and a printable copy of our Encore Legacy Society brochure, click here.