Beneficiary Designation
You can name the Allentown Symphony as a beneficiary of a retirement account, investment account, bank account or life insurance policy. It’s easy to do and it costs you nothing today.
Benefits of Making a Beneficiary Gift
- It’s easy to do and costs you nothing today
- You can support causes you care about
- Simplifies your planning and avoids expensive legal fees
- Unlike a will, it cannot be contested
- Reduces the burden of taxes on your family
- Your estate can receive a charitable tax deduction
- You can change a beneficiary at any time
How to Name a Beneficiary
Contact your account administrator and request a beneficiary form. Complete the form and return it to your administrator.
Questions?
Contact Lori Davis at 503-803-3101 or at LDavis@AllentownSymphony.org.