GIVE
Create a Legacy
“Bob and I have been looking for ways to manage our assets sustainably as we age, not only to feel secure, but also to be able to leave a legacy for our heirs. We also wanted to find a way to bequeath our assets without putting a tax burden on our children. By including the Spokane Symphony in our legacy planning we can leave cash, stock, real estate, personal property and insurance policies. Attending Symphony concerts over the last 40 years has given Bob and me incalculable joy. Having the Spokane Symphony as part of our Estate Planning is a way we can give something of value in return long after we’re gone.”
Ann Fennessy and Robert Maixner
POPULAR WAYS TO LEAVE A LEGACY
INFORMATION FOR LEGACY BENEFICIARY DESIGNATION FORMS (IRAS, 401KS/403BS, ETC.)
A legacy commitment to the Spokane Symphony is a lasting promise to our community. By making a gift through your estate or will, you have the opportunity to define the legacy you want to leave. As a 501©3 non-profit organization, the Symphony relies on unrestricted gifts that provide the maximum flexibility to both sustain annual operations and to make bold investments in new or expanding programs. By recognizing the Spokane Symphony or Spokane Symphony Endowment in your plans, you can secure your own financial future, as well as ours.
SPOKANE SYMPHONY
Legal Name: Spokane Symphony Society
Federal Tax ID Number: 91-0730435
Legal Address: Spokane Symphony, PO Box 365, Spokane, WA 99210
INFORMATION FOR ENDOWMENT BENEFICIARY DESIGNATION FORMS (IRAS, 401KS/403BS, ETC.)
Endowments are designed to provide a permanent source of income by keeping the original amount invested and using the accrued income from dividends for its charitable purpose. Donations to the endowment mean the Symphony can depend on a reliable source of income, compete nationally for talent, maintain an extensive schedule of concerts, and extend our services to under-resourced people in our community.
Endowments are given to non-profit organizations with the intention that they be used to advance the mission of the organization for the long term. Sustaining a well-funded endowment with the Spokane Symphony ensures ongoing financial support for the organization.
SPOKANE SYMPHONY
Legal Name: Spokane Symphony & Fox Theater Endowment Fund
Federal Tax ID Number: 91-1117140
Legal Address: Spokane Symphony, PO Box 365, Spokane, WA 99210
INFORMATION FOR MUSICAL LEGACY SOCIETY
A contribution to the Spokane Symphony Society in your estate plan allows you to contribute to the Symphony’s success while achieving your own philanthropic and financial goals. Naming the Symphony as a beneficiary in your will, or as a beneficiary of life insurance, your retirement fund, or your savings or checking account all represent forms of legacy giving. With the help of your attorney or financial advisor, you can also use a more complex instrument such as a charitable life-income trust.
Contact Becca Marsh at bmarsh@spokanesymphony.org for additional information.
The Spokane Symphony, PO Box 365, Spokane, WA 99210, is a nonprofit organization under Section 501(c)(3) of the US Internal Revenue Code (Federal Tax ID# 91-0730435) and registered with the Secretary of State, Washington State. Contributions qualify for the maximum charitable income tax deduction permitted by law.
Spokane Symphony │ PO Box 365 │ Spokane, WA 99210-0365 │509-326-3136│ donate@spokanesymphony.org
