Planned Giving

Already included us in your will?

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How to Give

How to Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • In your will or trust
    You can protect and preserve Oakland Symphony by leaving us a gift in your will or trust. It's easy to do, and costs you nothing today.
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  • From your IRA
    Reduce your taxable income by making a gift directly from your IRA. It?s easy to do.
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  • Name Oakland Symphony as a beneficiary
    You can name us as a beneficiary of a retirement, investment, or bank account, of a life insurance policy, or of a Donor Advised Fund.
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  • Charitable Remainder Trust
    You fund a charitable remainder trust that provides you with income and the remaining balance goes to us.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to Oakland Symphony for a set number of years. Your family receives the remaining balance with substantial tax savings.
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  • Give It Twice Trust
    This trust lets you provide income for family and loved ones, AND make a significant gift to charity.
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  • Set up an Endowment
    An endowment is a fund you can create now or through your will or trust that provides permanent, ongoing support to Oakland Symphony. Many people set up funds like this to honor a loved one.
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  • Endow your annual gift
    Many people set up an endowment fund through their will or trust to provide permanent, ongoing support to Oakland Symphony.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
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  • Life Estate Reserved
    You give your property to and retain the right to use the property during your life.
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  • Donor Advised Fund
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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