Your legacy gift to the Phil will help us provide fresh musical contexts that spark the imagination, stimulate the mind and enrich people’s lives in multi-faceted ways. The vast majority of legacy gifts are made by bequest through a will or trust.
There are also life income gifts that provide you a steady stream of revenue, offer significant tax advantage, and ultimately benefit us.
Many types of assets, in addition to cash, can be used to make a legacy gift. We encourage you to work with your professional advisors and our staff experts to help you determine which type of legacy gift is best for you.
In addition, there are many types of legacy gifts you can easily make without incurring the services of your professional advisor. All you need to do is fill out your provider’s paperwork for the following gifts:
IRA or pension plan
stocks and bonds
savings / checking accounts
donor advised fund