Leave a Gift in Your Will or Trust
Many of the most powerful gifts we receive that have enduring impact, come from people who leave us a gift in their will. It's easy to do and costs you nothing today. There are many reasons to leave a gift in your will. It allows you to leave a legacy or honor a loved one, and provide critical support to Oakland Symphony.
Benefits of leaving a gift in your will
- Costs you nothing now
- Allows you to honor a loved one
- Reduce the burden of taxes on your family
- Receive an estate tax charitable deduction
- Leave a permanent and lasting legacy that will be recognized forever
- You can change your gift at any time if your circumstances change
How to leave a gift to Oakland Symphony in your will
With the help of an attorney, you can include language in your will or trust to leave a gift to Oakland Symphony as part of your estate plan, or you can make a gift using a beneficiary designation form.
4 Different ways you can leave a gift to Oakland Symphony
- Include a gift to Oakland Symphony in your will or revocable trust
- Designate Oakland Symphony as a full or partial beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name Oakland Symphony as a beneficiary of your life insurance policy
- Designate Oakland Symphony as a full or partial beneficiary of your bank account
3 Types of gifts you can make in your will or trust
- Percentage bequest - make a gift of a percentage of your estate
- Specific bequest - make a gift of a specific dollar amount or a specific asset
- Residual bequest - make a gift from the balance or residue of your estate
Contact Us
If you have questions about how to leave a gift in your will or trust to Oakland Symphony, or to designate Oakland Symphony as a beneficiary, please contact us.
Have you already included a gift in your will, trust or estate plan to Oakland Symphony?
Let us know! We want to recognize you today for your generosity and welcome you into Oakland Symphony Society.