By making a plan to include the Phil as a beneficiary of your estate, life insurance plan, retirement plan or other deferred giving, you will ensure charitable revenue for the Phil for many years to come--making it possibe to keep the music playing for future generations.
Anybody can make a planned gift! These gifts are commitments made today that cost you very little or nothing during your lifetime. By making a commitment to give something in the future, you are able to make a significant impact for the Phil's longterm sustainability without needing to make a cash gift today.
The simplest gift options are:
The Phil also accepts stock transfers, a popular way for you to make a charitable contribution and lower your taxable gains; gifts from trusts; and some gifts of personal property and real estate. If you have questions about making a specific type of planned gift, please contact the Philanthropy Office, as gifts of these types tend to be carefully planned and individual.
If you are a donor over the age of 70 ½, you are eligible, and over the age of 72, you may be required to make minimum withdrawals from qualified IRA plans. By gifting some or all of this Qualified Charitable Distribution (QCD) to the Phil, you may be able to lower your taxable income AND make a significant impact for the Phil--a win-win for everyone involved!
Donors who choose to leave a legacy of music for the next generation deserve a thunderous ovation! The generosity of those who came before us, and the legacy you plan today to leave for tomorrow, will ensure the Phil’s continued strength as a regional leader in the performing arts. Join the Ovation Circle with other donors who have made similar legacy giving commitments.
Click here to download a Statement of Intent to let the Phil know of your planned gifts.
For a list of Frequently Asked Questions about planned giving, please click here.
Are you ready to talk about your legacy giving plans? Contact Heidi Boyd, Director of Philanthropy 508-746-8008, ext. 18 or email firstname.lastname@example.org.