Planned Giving

2018-2019
SEASON

Planned Giving

Encore Society

Individuals or families who have named the Waco Symphony Foundation as beneficiary in their wills or other planned gifts become members of the prestigious Encore Society upon notification to the Waco Symphony Foundation.

Encore Society members will be listed on the Foundation page of the Waco Symphony concert program and listed on the Waco Symphony website.

Qualifying Gifts

Charitable Bequests

Including the Waco Symphony Foundation in your will or living trust is a way to leave your personal, long-term impact on classical music for Waco and Central Texas.

Charitable Gift Annuities

By giving a gift of cash or stock within an annuity, you can receive income based on your age at the time your gift is given.

Charitable Lead Trusts

Your assets provide income payments to the Waco Symphony Foundation for a specified period of time which you designate. After that period of time, trust assets transfer to you or your heirs. Charitable Lead Trusts may also help offset estate and gift taxes.

Charitable Remainder Trusts

This opportunity enables you to make a current gift without foregoing income you may need. During your lifetime you receive a set income from the charitable trust. After the terms of the trust are fulfilled, the Waco Symphony Foundation receives the trust’s assets.

Life Insurance

A gift of life insurance may be an option for those who no longer need large amounts of financial protection. Designating the Waco Symphony Foundation as a full or partial beneficiary of your life insurance policy can provide for the future of the Symphony.

Individual Retirement Accounts

Bequeathing IRA assets to the Waco Symphony Foundation might alleviate the tax burden that could otherwise be passed on to your loved ones.

Other Gift Ideas

Cash, stock, personal property, real estate and employer matching funds are additional gifts which may qualify for membership in the Encore Society.

For more information on how you can assist the Waco Symphony Foundation in continuing the legacy of providing live classical music to the people of Central Texas, please fill out our online contact form, or call Susan Taylor, Executive Director, at 254-754-0851.