Planned Giving

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Make a Future Gift of Retirement Assets

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 Notify us of your IRA gift
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Give by Beneficiary Designation

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift to Oakland Symphony.

If you are like most people, you will probably not use all of your retirement assets during your lifetime. You can give your unused retirement assets to Oakland Symphony.

Flowchart: Donor executes designation form with account custodian to designate as beneficiary of a retirement, investment or bank account.

Benefits of giving retirement assets

  • Simplify your planning
  • Support causes you care about
  • Continue to use your account as long as you need it
  • Heirs can instead receive tax-advantaged assets from the estate
  • Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Oakland Symphony, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Oakland Symphony as beneficiary, we will receive the full amount of your gift tax-free. Your estate will benefit from an estate tax charitable deduction for the gift.

Future gifts from your retirement assets

Did you know that 40-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give retirement assets to Oakland Symphony. As a charity, we are not taxed upon receiving IRA or other retirement plan assets. You can use our "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Oakland Symphony.

Contact us

If you have questions about making a gift of your retirement assets, please contact us.

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