Gift Options

Gift Options

3 Simple Ways to Create a Legacy

1. Name the Symphony a full or partial beneficiary of your IRA.

You can often do this in a matter of minutes. You can use your IRA to leave the Symphony a specific dollar amount or a percentage of your retirement savings.

2. Remember the Symphony in your will or trust.

Charitable bequests are easy to add to an existing will or trust. You can use a bequest to leave the Symphony a specific dollar amount, a percentage of your estate or even a piece of personal property.

3. Give the Symphony a life insurance policy.

If you have life insurance you no longer need, you may be able to give it to the Symphony outright and claim a charitable deduction now. Or name the Symphony a full or partial beneficiary of your policy.

There are many ways you can have a permanent impact on the Kansas City Symphony, help your family, and save money on taxes today and tomorrow. Talk to your advisor about the options that benefit you and your family the most.

Gift Planning Strategies (PDF)