Legacy Giving
Join the Encore Society
Make great music your lasting legacy through planned giving. We can help you structure a gift that reflects your personal goals and philanthropic vision.
Make Great Music Your Lasting Legacy
Have you ever felt moved during a concert and wanted it to never end? Do you hope your children, grandchildren, friends, and neighbors will enjoy exposure to cultural opportunities? Do you believe in the power of art enhancing our community? Would you like to give toward something powerful, but don’t know where to start?
Planned giving empowers your support for Sarasota Orchestra without affecting your current lifestyle or your family’s security. We can help you structure a gift that accomplishes your personal goals and realizes your vision of legacy support for Sarasota Orchestra into the future.
When you make a gift through your estate, either now or at the end of your life, you provide Sarasota Orchestra with invaluable support. In addition, you or your heirs may receive various financial advantages, including significant tax benefits.
When you make a legacy commitment of any size, we welcome you into our Encore Society.
Ready to learn more? Reach out to Jocelyn Udell, Senior Director of Donor Engagement for Leadership Giving, at 941-487-2716 or via email at [email protected].
Gifts for the Future
Future gifts let you retain the assets you need during your lifetime and allow you to give generously at a later time:
- Remember the Orchestra in your will or living trust.
- Designate the Orchestra as a beneficiary of your IRA, 401K, bank or investment account, donor-advised fund, or other asset.
- Make a gift of life insurance.
Gifts Offering Tax Benefits Now and Lifetime Income
Create a charitable remainder trust: Your irrevocable trust will make payments to you or other beneficiaries for your lifetime or a specified term, after which the Orchestra receives the remainder.
Gifts of Property
Donate real estate: a vacation home, commercial property, or undeveloped land. Your property can fund a charitable trust to benefit the Orchestra. You may even donate your home and continue to live there for the rest of your lifetime.
Gifts of Stock
Make a gift of appreciated stock or other assets, which can minimize capital gains and/or income taxes for you.
Donating your gift of publicly traded stock to Sarasota Orchestra is easy. Simply provide the following information to your investment company and they will transfer your gift of stock to Sarasota Orchestra's account.
Brokerage Name: Merrill Lynch Clearing Account
Financial Advisor: Campbell/McNamara/Minor Team (941-741-2409)
Organization Name: Florida West Coast Symphony
DTC#: 8862
Account #: 776-07012
Note: When you make a gift of stock to Sarasota Orchestra, your name is not included with the transfer information. Please notify a member of the Donor Engagement Team at 941-487-2744 or [email protected] in advance of your stock transfer so we can recognize you and thank you for your gift.
Sarasota Orchestra credits a donor for a stock gift on the date of transfer. The gift is valued according to the median price of the stock on the transfer date and the number of shares gifted. Sarasota Orchestra's policy is to sell stock shares as soon as they are donated.
Questions? Please contact the Donor Engagement Team at 941-487-2744 or [email protected].
Thank you for your support of Sarasota Orchestra! Sarasota Orchestra is a registered 501(c)(3) nonprofit organization. Tax ID# 59-2603081
Gifts to the Annual Fund or Orchestra Endowment
Sarasota Orchestra gratefully accepts contributions to its endowment, the income from which assures the Orchestra's sound financial future. Endowment opportunities include support for musician's chairs, concerts, guest artists and conductors, our award-winning education programs, and the Sarasota Music Festival.
Special Gifts
Special gifts can support Sarasota Orchestra's current artistic and programmatic endeavors, educational undertakings, and other projects. Donors who are interested in supporting specific projects are encouraged to inquire into current funding needs.
Recognition of Legacy Giving
- Invitation to a Fall Encore Recognition Luncheon with a Sarasota Orchestra Musician
- Invitation to a Spring Encore Recognition Luncheon with a recital from one of our resident ensembles
- Invitations to Open Rehearsals
- Recognition in the Encore Society section of the Masterworks program book
Questions?
To learn more about legacy gifts or to confirm your eligibility to join our Encore Society, please reach out to Jocelyn Udell, Senior Director of Donor Engagement for Leadership Giving, at 941-487-2716 or via email at [email protected].
Thank you for your support of Sarasota Orchestra! Sarasota Orchestra is a registered 501(c)(3) nonprofit organization. Tax ID# 59-2603081.
