Planned Giving
The Santa Rosa Symphony enriches our community with exceptional music. Leave a lasting note by including the Symphony in your estate plans through a bequest or charitable gift annuity, ensuring great music for future generations
Planned giving not only provides valuable tax advantages that can align with your financial objectives but also empowers you to make a significant, enduring contribution to the Santa Rosa Symphony. Discover the diverse gift planning techniques and instruments that offer financial benefits to both you and the Symphony.
Secure the future of music in our community. Make a Legacy Gift today.
As you plan for the future and your legacy in the community, explore the options below. The Santa Rosa Symphony encourages you to transform your passion for music and commitment into a lasting legacy through a planned gift.
Heritage Society
By including the Santa Rosa Symphony in your estate plans, you become a valued member of the Heritage Society a special community of visionary supporters whose generosity ensures that exceptional music and music education will flourish for generations to come.
When you notify us of your planned gift, you’ll enjoy Heritage Society member recognition and invitations to exclusive events, including:
- Recognition in the Santa Rosa Symphony season program book and other publications (unless you prefer to remain anonymous)
- An exclusive Heritage Society luncheon annually featuring a private recital by a special guest artist
- Opportunities to connect with Symphony leadership and learn how your legacy gift will help shape the future of music and music education
If you have already included the Santa Rosa Symphony in your estate plans—or are considering doing so—we would be honored to hear from you. Please complete our Heritage Society Intent Form so we can welcome you as a member, ensure your gift intentions are understood, and thank you for your commitment to the future of music in our community.
Bequest
Make a significant gift that is exempt from federal estate tax, allows you to control or change your plans, and does not affect your cash flow during your lifetime.
Gift of Retirement Assets
Make a significant gift while avoiding a portion of income tax on your retirement assets and pass less taxed assets to your heirs. You can also direct all or a portion of your required minimum distribution (RMD) to the Santa Rosa Symphony. Directing your RMD to the Santa Rosa Symphony allows you to reduce your adjusted gross income and income taxes.
IRA Charitable Rollover Gifts
If you are the owner of an IRA and are least 70 ½ years of age, you can make a charitable gift directly from your IRA to the Santa Rosa Symphony. An IRA Charitable Rollover of up to $100,000 will count toward an RMD or Required Minimum Distribution effectively minimizing taxes on the transfer. Gifts must be given before the end of the tax year on December 31.
Endowment Gift
A strong endowment is a necessity for a thriving non-profit organization. The Santa Rosa Symphony Endowment Fund provides critical annual support across all aspects of the orchestra’s mission. By making an endowment gift, Santa Rosa Symphony donors ensure the long-term health of the organization and gain the satisfaction of leaving a legacy that provides the art of music for future generations. Furthermore, donors who contribute $5,000 or more to the endowment will be invited to join the Encore Society, receiving exclusive recognition and benefits throughout the season.
Gift of Appreciated Securities
Transfer Stocks, bonds or mutual fund shares to Santa Rosa Symphony while receiving an immediate income tax deduction and pay no capital gains tax.
Gift of Life Insurance
Donate a life insurance plan you no longer need or name the Santa Rosa Symphony as a beneficiary on a new or existing plan. Make a significant gift while receiving an immediate tax deduction along with possible future deductions through gifts to pay policy premiums
You can start today. It’s surprisingly easy to ensure your charitable vision serves as a permanent force for good. Talk to your financial planner or estate attorney today about including the Santa Rosa Symphony in your estate plans.
To discuss planned giving or any other means of supporting the Santa Rosa Symphony, please contact:
Enid Rickley-Myres, Director of Development, erickley@srsymphony.org | (707) 546-7097, x214
Disclaimer: The Santa Rosa Symphony cannot offer legal or tax advice. Please consult your personal tax, financial, or legal advisors about putting a planned gift in place.
Photo by Colin Talcroft