Remember the Allentown Symphony in Your Will or Trust
Leaving a gift in your will or trust is one of the easiest ways to make a gift and have a big impact.
Benefits of Leaving a Gift in Your Will or Trust
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Leave a lasting legacy to charity
How to Leave a Gift in Your Will or Trust
With the help of an attorney, you can include language in your will or trust specifying a gift be made to the Allentown Symphony, or you can leave a gift using a beneficiary designation form.
4 Ways to Leave a Gift to the Allentown Symphony
- Include a gift to the Allentown Symphony in your will or revocable trust
- Designate the Allentown Symphony as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
- Name the Allentown Symphony as the beneficiary of a bank or savings account.
- Name the Allentown Symphony Association as a beneficiary of your life insurance policy
3 Ways to Leave a Gift to the Allentown Symphony in your Will or Trust
- Percentage – make a gift of a percentage of your estate
- Specific – make a gift of a specific dollar amount or a specific asset
- Residual – make a gift from the balance or residue of your estate
Free Estate Planning Guide
Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This information will help you plan your estate and avoid an accidental disinheritance. You can use our Estate Planning Guide to record your family information and your estate distribution plans.
To get your free Estate Planning Guide, contact Lori Davis at 503-803-3101 or email LDavis@AllentownSymphony.org.
Have You Already Left a Gift to the Allentown Symphony?
If you have already included a gift to the Allentown Symphony in your will, trust or otherwise in your estate plan, please let us know. We would love to recognize your generosity today. Contact Lori Davis at 503-803-3101 or at LDavis@AllentownSymphony.org.
Questions?
See our example Language to Leave a Gift to Allentown Symphony in Your Will or Trust.
Contact Lori Davis at 503-803-3101 or at LDavis@AllentownSymphony.org.