Planned Giving & The Legacy Society

 

A planned gift to the DuPage Symphony Orchestra is an excellent way to honor the Symphony’s tradition of enriching lives through music, while leaving a legacy that will inspire future generations with meaningful musical programs.

 

A planned gift to the DSO can offer many potential benefits:

  • Reduction of income, estate and capital gains taxes

  • Possible income tax deduction

  • Ability to provide for people or causes that are important to you

  • Gain membership into The Legacy Society

 

Please consult with your own attorney and/or financial/tax advisors before making a planned gift.

 

Qualifying gifts include:

  • Bequests

  • Individual Retirement Account (IRA) and other retirement savings plan gifts

  • Charitable remainder and lead trusts

  • Gifts of life insurance or annuity policies

 

The Legacy Society

The Legacy Society is a special group of friends who have included the DuPage Symphony Orchestra in their estate plans. Members of the Legacy Society are helping to ensure that the DSO will continue its high-quality concerts and education programs for generations to come.

 

Join the Legacy Society

Please download and complete the Legacy Society Membership Application.

 

If you wish to name the DSO in your will or trust, or include the DSO as a beneficiary of your IRA, life insurance or annuity policies, please consult with your estate planning attorney who can assist you in adding one of these sample paragraphs to your will.

 

"I hereby give and bequeath $________ to the DuPage Symphony Orchestra to be used (for its general purposes) / (for {specific purpose})."

 

OR

"I hereby give, devise and bequeath (the residue) (___% of the residue) of my estate to the DuPage Symphony Orchestra to be used (for its general purposes) / (for {specific purpose})."

 

If you would like to review your planned giving alternatives with a representative of the DuPage Symphony Orchestra, please contact Kristin Chmiel, Managing Director, at 630.778.1003.  

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DuPage Symphony Orchestra

P.O. Box 844, Naperville, IL 60566

info@DuPageSymphony.org  |  630.778.1003

© 2019 DuPage Symphony Orchestra 

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