Planned & Estate Giving
Plan For Your Future and Ours
A charitable bequest continues to be one of the easiest and most common ways to make a charitable gift. You can also bequeath an amount or percentage of your assets to the charities of your choice, including the Modesto Symphony Orchestra.
Planned Giving Gift Options:
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Bequest
If you are satisfied that you have considered the well-being of your family and friends, you may choose to include a charitable gift to Modesto Symphony Orchestra in your will. If important changes occur in your life, you can always modify your will according to your situation.
A charitable bequest continues to be one of the easiest and most common way to make a charitable gift. You can also bequeath an amount or percentage of your assets to the charities of your choice, including Modesto Symphony Orchestra.
Specific bequest (a fixed amount or identifiable asset);
Residual bequest (all or a percentage of the remainder of the estate after the payment of debts and specific bequests);
Designating a charity as contingent beneficiary in the event of death of the primary beneficiary;
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Allows you to donate to a charity and receive income from the donated assets during your lifetime. When you pass, the charity receives the remaining assets.
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You can direct funds from your IRA or other retirement account directly to Modesto Symphony Orchestra
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If you own appreciated stock and gift it to Modesto Symphony Orchestra, you may receive a charitable tax deduction and also may avoid capital gains tax.
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A gift of real property to Modesto Symphony Orchestra may also allow you to receive a charitable deduction and avoid capital gains tax.
For any of the above gifts, there may be tax advantages, but you are encouraged to consult with your tax advisor on how this gift can benefit both you and Modesto Symphony Orchestra.
If you have questions or wish to inquire further on other ways to give, please call Caroline Nickel at 209-523-4156, ex. 103.
Special Naming Opportunities
The Modesto Symphony Orchestra offers naming opportunities to donors who wish to make a significant gifts that will assist with a special program or project or support the cost of a musician’s chair position or Music Director’s chair position. A significant gift helps us to plan ahead for future years and build a sustainable program.
The Frank Mancini Society
The Frank Mancini Society was created to recognize and thank those that remember Modesto Symphony Orchestra in their estate plans.
Named after Founding Music Director Frank Mancini, the Mancini Society includes those who emulate the dedication and commitment he had to our community, when he established Modesto Symphony Orchestra in 1929. Mancini led and directed the Orchestra until his retirement in 1962.
You may become a member of the Frank Mancini Society in the following ways:
Make a gift to the Modesto Symphony Orchestra in your will or trust
Name the Modesto Symphony as the beneficiary of your retirement plan or life insurance policy
Members play a vital role in sustaining Modesto Symphony Orchestra into the future. A member’s name is listed in MSO concert programs and publications. For more information, contact Caroline Nickel, at 209-523-4156 x103.