Planned Giving

Careful estate planning helps you and your loved ones prepare for the future. Give smarter by investing in yourself and the NJSO.

Planned giving is charitable support that typically involves an individual’s financial and estate planning. It enables people to give from their assets, not just their income, allowing them to have a larger impact than they ever thought possible.

Email the NJSO Development Department at [email protected] for more information today!

Gift Types

There are many ways to create your legacy and you should carefully consider what to give, when to give, and how best to give when setting up your estate plan.

Planned Gift Type Your Outcome

Bequest

You reduce estate and death taxes, while retaining control of your assets during your lifetime.

Stock

You claim a federal income tax deduction for the full, appreciated value of your securities.

Life Insurance

You make a significant gift through income instead of capital, and you avoid an estate tax.

Retirement Plan

You can continue to draw from the funds during your lifetime, while avoiding an estate tax for your heirs.

Charitable Gift Annuity

You receive lifetime income and an immediate charitable income tax deduction.

Charitable Remainder Trust

You receive a lifetime income, or a fixed amount of time, and a charitable income tax deduction for a portion of your gift.

Charitable Lead Trust

You can pass assets, such as a family business, onto your heirs with a reduced tax liability by making the NJSO a beneficiary.

We are pleased to provide you with any additional information you and your advisors need on how best to include the New Jersey Symphony Orchestra in your estate plans.


Laureate Society

Your extraordinary gift to the New Jersey Symphony Orchestra deserves recognition!

The Laureate Society recognizes the visionary patrons who have established a planned gift for the NJSO. We invite you to consider joining this singular group by making a planned gift.

As a Laureate Society member, you will enjoy behind-the-scenes access, invitations to special events and bi-annual updates on how your legacy impacts the NJSO today, as well as our plans for the future.


Contact

Megan Powers
Interim Director of Individual Giving
973.735.1734
[email protected]