Careful estate planning helps you and your loved ones prepare for the future. Give smarter by investing in yourself and the New Jersey Symphony.
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 New Jersey Symphony Development Department at firstname.lastname@example.org for more information today!
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
You reduce estate and death taxes, while retaining control of your assets during your lifetime.
You claim a federal income tax deduction for the full, appreciated value of your securities.
You make a significant gift through income instead of capital, and you avoid an estate tax.
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 New Jersey Symphony 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 in your estate plans.
Your extraordinary gift to the New Jersey Symphony deserves recognition!
The Laureate Society recognizes the visionary patrons who have established a planned gift for the New Jersey Symphony. 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 New Jersey Symphony today, as well as our plans for the future.
Director of Individual Giving