Naming the Fredericksburg Symphony Orchestra in your estate plans is one of the most impactful ways to make a meaningful and lasting gift to your community.
Planned gifts not only strengthen the FSO’s artistic excellence and allow for growth in our education and outreach programs, they can also provide tangible tax benefits to you and your family or heirs.
We gratefully acknowledge donors who make provisions for the Fredericksburg Symphony Orchestra in their wills.
The Symphony accepts a variety of estate gifts as outlined below. If you’d like to explore other planned giving vehicles or to notify the FSO of your generous intent, please contact Audra Bielke at 540-370-2399 or [email protected].
How to Leave Your Legacy
Bequests
Making a bequest to the Fredericksburg Symphony Orchestra is an ideal way to make a significant gift, but retain the use of your assets during your lifetime. Through a will, a family can bequeath a specific dollar amount, a percentage of an estate, or a residual value after other gifts have been satisfied. Bequests can be for a designated purpose.
Beneficiary Designations
Naming the Fredericksburg Symphony Orchestra as a beneficiary of a life insurance policy, annuity, or retirement fund [e.g., IRA, 401(k), 403(b)] is a great way to eliminate substantial estate and income tax on these assets at the time of your death.
Direct Gifts of Cash
Legacy gifts of cash, publicly traded securities, or life insurance cash value from a policy that’s no longer needed can be given to the endowment fund at any time, providing tax-saving benefits for you and immediate benefits to the Symphony.
