EXCELLENT MUSIC CLOSE TO HOME
Legacy
Society members acknowledge the importance of exceptional standards of musical
excellence and service for many generations to come. Planned gifts will help the Phil meet current goals as well as reach far into the future.
By giving strategically, you can achieve the same outcome. Your gift can take multiple forms and help
you address a variety of personal financial goals. There are many ways to
give. You can make a significant gift
during your lifetime, create a gift that is part of your estate, or donate a
particular asset. By creating a
well-structured planned giving program you can help preserve or increase your
retirement income. Creating an enduring
legacy is as easy as one, two, three…
1. Remember the Phil in your trust or will.
2. Name
the Phil as a beneficiary on one of your life insurance or retirement plan
accounts.
3. Learn about special provisions in the 2009 tax law that make this year the ultimate year to give directly to the Phil from your IRA.
Note: Donors should always consult with a tax attorney and/or tax advisor for legal and tax advice before changing or implementing any financial or estate planning strategy.