Planned Giving


Scores of symphony lovers have generously contributed to the Milwaukee Symphony Orchestra’s success throughout their lifetimes. But it doesn’t have to stop there. Consider a legacy gift.

Loyal and generous music lovers who choose to honor the Milwaukee Symphony Orchestra through bequests or other long-range giving plans become members of our Musical Legacy Society. Your gift helps ensure a vibrant future of outstanding musical experiences for generations to come. Few philanthropic actions are as deeply meaningful.

Depending on your age, your income and assets, and philanthropic goals, a number of planned giving options are available to you with varying tax advantages. Planned and long-range gifts include:

  • Bequests under a will or living trust
  • Beneficiary designation for qualified retirement plan assets such as a 401(k), 403(b), IRA, Keough, or life insurance policy
  • Pledges
  • Charitable Remainder Trust
  • Charitable Lead Trust

We invite you to learn more about our Musical Legacy Society and the satisfaction that comes with giving a gift that builds a secure foundation for the future. Please consult your attorney or tax advisor to determine what’s best for your unique philanthropic vision.



  • Invitations to private musical events
  • Recognition in all Encore concert programs
  • Reports on the Symphony’s activities and long-range plans
  • Invitation to Legacy Society annual luncheon

View Brochure

Download Musical Legacy Society Statement of Intent form

If you are interested in talking to someone about Planned Giving or to request a meeting, please fill out the form here


This information is not offered as legal or tax advice. Seek the advice of your tax advisor, attorney and/or financial planner to determine whether a contemplated gift fits well with your financial planning.

More information

To confidentially discuss any aspect of planned giving, get started by calling Shannon Rolbiecki, Senior Director of Advancement, at 414.226.7804.

‘‘The Milwaukee Symphony has provided us with countless evenings of pleasure and delight. Each concert brings a unique experience: some are joyous, some contemplative, and some even spiritual. Some day, when we are no longer able to make annual gifts, we can still provide support to the MSO through our estate plan so future generations can realize the same life-enhancing experiences that we have had.”

Michael and Jeanne Schmitz