Planned Giving

 

 

What is a planned gift?

A planned gift is one that you decide on now, but in most instances actually give later.

Common examples include a bequest to a charity in your will, or beneficiary designation on a life insurance policy. Some planned gifts have the potential to create tax savings or conserve your assets so they are often made as part of overall financial and estate planning.

 

What is the Musical Legacy Society

The Society is how the Milwaukee Symphony Orchestra says “thank you” for your planned gift — for your generosity to future generations. When you make a planned gift, you are automatically enrolled — even if your gift is anonymous — and you enjoy the benefits of membership.

 


Can I direct my planned gift to my favorite part of the mso?

Yes! The best way we can say “thank you” is to ensure your charitable focus is fulfilled.

Whether you wish to support the MSO’s ongoing artistic and organizational quality or a special interest area (such as educational programming or the MSO’s endowment fund) — our commitment is to focus on what is important to you.

 


How can I be sure my musical legacy will have the impact I want?

We recognize planned giving requires thoughtful consideration and involves private information. It takes time. Talk to us — in confidence, or anonymously, if you prefer. We’ll ensure your wishes are accurately documented.


     

More information

To confidentially discuss any aspect of planned giving, get started by calling

414.291.6010