Monterey Symphony

PLANNED GIVING

Planned giving presents opportunities to build the financial strength of the orchestra 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.

BEQUESTS

THE LEGACY CLUB

LEVELS OF GIVING

CHARITABLE LEAD TRUST

CHARITABLE REMAINDER TRUST

CHARITABLE GIFT ANNUITY

Among the most popular planned gifts:

● Bequests
● Life income gifts - gifts from which you (or another) can receive lifetime income
● 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

Bequests

Leave your legacy by making a gift in your will to friends, family and charitable organizations. A bequest is one of the simplest ways to remember those you care about most. If you plan to make a charitable gift by will, please think it through carefully. Then, meet with your attorney to discuss and update your will. Tell him or her exactly what you want to do. Be as clear as possible in describing what you want given to whom.

Let Us Know

We hope you'll tell us when you have named Monterey Symphony in your will. We would very much like the opportunity to thank you for your generosity.

The specific bequest language for 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."

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, because we appreciate your support immensely. And, if you have any other specific requests for a bequest, please contact Michelle Lange, Director of Development, at 831-624-8511, ext. 201 or via e-mail at mlange@montereysymphony.org for assistance.

The Legacy Society

The following individuals are among those patrons who have named the Monterey Symphony as a beneficiary of their estates. In doing so, they have become members of The Legacy Society.

Greta Alexander
Andrew Allison
Bethany Beckman
Lewis and Sally Cantor
Jacqueline Clampett-Jones
Alan and Sandra Cordan
Leland E. and Gloria U. Dake
Roderick and Suzanne Dewar
William and Nancy Fisher
Robert M. and Betty Jo Graham
Louise Guard
Ruth Hartmann
Mollie Hedges
Peter and Patti Hoss

Joanne Taylor Johnson
Erling Lagerholm
Carol A. Leino
Marjorie Love
Sherrie McCullough
Dick and Grace Merrill
Alyce Nunes
John Phillips and June Dunbar
Chris and Kevin Rabe
Barbara Rupp
Virginia Ruth
William and Kristine Schuyler
Elizabeth Watt
Jeanne and Cyril Yansouni
Anonymous

If you're interested in learning more about joining the Legacy Society, please contact Michelle Lange, Director of Development, at 831-624-8511, ext. 201 or via e-mail at mlange@montereysymphony.org.

Levels of Giving

Conductor's Circle -   $50,000 or more
President's Circle -    $25,000 to $49,999
Symphony Circle -     $15,000 - $24,999
Concert Circle -         $10,000 - $14,999
Guest Artist's Chair -   $7,500 - $9,999
Musician's Chair -       $5,000 - $7,499
Benefactor -                $3,000 - $4,999
Patron -                      $1,500 - $2,999
Sustainer -                     $750 - $1,499
Supporter -                     $350 - $749
Member -                       $175 - $349
Overture Club -                  $1 - $174

Life Income Gifts

Charitable Lead Trust

Charitable Remainder Trust

Charitable Gift Annuities