No Two Gifts Are Alike
When the San Francisco Symphony was notified of Bergit Birkland's passing, her trustee wrote that Bergit "[…] left an unrestricted donation in furtherance of your good works." Bergit had a particular fondness for Russian composers and large orchestra pieces. Little did she realize that her bequest would help refurbish the Symphony's celeste, the heavenly keyboard instrument featured in Tchaikovsky's Nutcracker and the instrument that makes many of Mahler's works burst from the stage.
Nor could Milan Holdorf, a middle school teacher in San Francisco, imagine that his bequest would help underwrite the creation of computer software to foster greater connections among the hundreds of amateur musicians and singers involved in the Symphony's Community of Music Makers.
Create a Legacy
Each bequest to the Symphony speaks to perpetuating "good works," from purchasing music scores and instruments, to helping produce SFS Media recordings, to strengthening the Symphony's infrastructure. Remembering the Symphony as a beneficiary of a will, trust, IRA, financial account, or insurance policy creates wonderful opportunities for the Symphony and the donor. As a legacy donor, you can be part of this wonderful adventure. Creating your legacy will plant the seeds of important funding that will inspire future generations.
Community of Music Makers choral workshop led by Symphony Chorus Director Ragnar Bohlin
We know that updating estate plans usually happens due to changes in life circumstances. We encourage you to consider the Symphony in those plans, especially in this milestone season of MTT's 70th birthday. In commemoration, the Pierre Monteux Society has set a goal to welcome 70 new members into the Society by the end of the season on August 31, 2015. We invite you to be among our 70 new members by providing for the Symphony in your estate plans.
Contact David Zhang, J.D. at 415-503-5445 or firstname.lastname@example.org to discuss in strict confidence your thoughts about creating your own legacy.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.