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Planned Giving

Planned giving presents opportunities to build the financial strength of the Monterey Symphony while enhancing one’s own financial position.

There are a number of ways to plan your gift to the Monterey Symphony. Many of these could provide you or your estate with significant tax benefits and help meet other financial planning needs, while providing a very generous ultimate gift to the Symphony.

Any planned gift entitles you to join the Legacy Society, a very special group of friends who have included the Monterey Symphony in their estate plans.

Among the most popular planned gifts:

● Bequests
● Individual Retirement Account (IRA) and other retirement savings plan gifts
● Charitable lead trust
● Charitable remainder trust
● Gifts of appreciated property
● Real estate gifts
● Life insurance gifts

The specific bequest language for the Monterey Symphony is:
“I, [name], of [city, state, ZIP], give, devise and bequeath to Monterey Symphony [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

Let Us Know

We hope you’ll let us know when you have named the Monterey Symphony in your will. We would very much like the opportunity to thank you for your generosity and to recognize you as a member of the Legacy Society.

If you prefer to remain anonymous, your gift will be kept completely confidential. But at the same time, recognition of your gift can encourage others to do the same. Whatever the case, we will honor your wishes.

The Legacy Society

We recognize and thank the following patrons who have included the Monterey Symphony in their estate plans. In doing so, they have become members of the Legacy Society.

Greta Alexander
Andrew Allison
The Dorothy L. Becker Trust
Bethany Beckman
Lewis and Sally Cantor
Jacqueline M. Clampett-Jones
Alan and Sandy Cordan
Leland E. and Gloria U. Dake
Roderick and Suzanne Dewar
William and Nancy Doolittle
William and Nancy Fisher
Robert M. and Betty Jo Graham
Louise Guard
Ruth S. Hartmann
Mollie Hedges
Peter and Patti Hoss
Joanne Taylor Johnson
Erling Lagerholm
Marjorie Love
Sally Maggio
Sherrie McCullough
Dick and Grace Merrill
Brenda Murdock and
Norman Anthony
Alyce Nunes
John Phillips and June Dunbar
Chris and Kevin Rabe
Margaret Anderson Radunich
Barbara Rupp
Virginia Ruth
William and Kristine Schuyler
Elizabeth Haywood Watt

If you have any specific requests for a bequest or would like to learn more about the Monterey Symphony’s planned giving program, please call Nicola Reilly, Executive Director at 831-645-1131 or email