Planned Giving

Your Legacy for Beautiful Music

While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques. These strategies provide for a non-profit organization and other heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate.

  • Charitable Gift Annuities
  • Charitable Lead or Remainder Trusts
  • Appreciated Assets
  • Retirement Assets
  • Life Insurance
  • Real Estate

Creating Your Legacy

Through a planned gift, you have the opportunity to provide ongoing support to the BSO&C for generations to come and create a permanent legacy in your name. Your charitable gift can be structured to provide many financial and philanthropic benefits, both now and in the future.

  • Make a larger charitable gift  than you thought possible
  • Take Care of the financial needs of your family first
  • Provide inheritances for your heirs at a lower tax cost
  • Reduce your income tax and even avoid capital gains taxes
  • Leave a legacy without giving up assets

*This information ins not professional legal advice. Please consult your legal and tax advisors before taking action.

IF YOUR GOAL IS ASK ABOUT
Maintain control of your assets throughout your lifetime Bequest in your will or living trust; Retirement Plan
Increase your income today and decrease income taxes Charitable gift annuity; Charitable remainder trust
Receive fixed income during your lifetime Charitable gift annuity or deferred charitable gift annuity
Qualify for a charitable tax deduction now Charitable gift annuity or deferred charitable gift annuity; Charitable remainder trust
Change beneficiaries at any time Bequest in your will or living trust; Retirement plan gift; Some charitable trust arrangements
Leave more for your beneficiaries and heirs by limiting your exposure to gift and estate Charitable remainder trust; Charitable lead trust; Retirement plan gift
Minimalize capital gains tax upon liquidating appreciated assets Charitable gift annuity; Charitable remainder trust; Charitable lead trust, Retained life estate

Support the Future of your Symphony and your Community

Creating a legacy, Securing a Future

Your rewards will be more than the potential tax savings. Your will help secure the Billings Symphony’s future and sustain outstanding performances, youth education and community outreach. Belief in our mission and investments from people like you make all of this possible!

Join us in our commitment to enrich lives through music. Be part of our legacy and yours.

For more information, please contact Executive Director, Darren Rich 406.294.3711 darren@billingssymphony.org

Single Donation Recurring Donation