PLANNED GIVING
The most rewarding part of planned giving is knowing that you can make a significant impact with the resources you have accumulated during your lifetime. Through your will, you can direct the division of your property in the way you choose, providing for your family members, favorite charitable institutions,
or other people or causes that are important to you.

A planned gift to the Portland Symphony offers many potential benefits. You may:
»  Leave a lasting and important legacy for the
    next generation of Portland Symphony audiences
»  Receive an immediate income tax deduction
»  Reduce your income, estate and capital gains taxes
»  Gain membership in The Legacy Society
»  Receive recognition for yourself or honor a loved one through a naming
    opportunity

There are many ways to give to the Portland Symphony. We welcome the opportunity to help you develop a gift arrangement that meets your philanthropic and financial goals. We encourage you to discuss your intentions with your attorney or financial advisor. Our staff will work with your advisors to help you explore the options and benefits in your gift planning process.

THE LEGACY SOCIETY
Any planned gift entitles you to join The Legacy Society, a very special group of friends who have included the Portland Symphony Orchestra in their estate plans. Members of The Legacy Society have the opportunity to become involved in the life of the Symphony through special Legacy Society activities and events.

To enjoy the benefits of Legacy Society membership, it is not necessary to disclose the amount of your planned gift; you may also prefer to remain anonymous in Legacy Society member listings.

Benefits of membership include:
»  Permanent listing in Symphony programs
»  Listing on Legacy Society plaque in Merrill Auditorium
»  Invitations to Legacy Society events for you and your family, including
    opportunities to meet artists and conductors

Qualifying gifts include:
»  Bequests
»  Individual Retirement Account (IRA) and other retirement savings plan gifts
»  Charitable remainder leads and trusts
»  Life insurance gifts
»  Gift annuities