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 Carolyn Bess, Executive Director, at 254-754-0851.