Planned Giving

Board Members Hector Rasgado-Flores, Eliah Najjar, Josh Jackson, and his wife Racquel.

Board Members Hector Rasgado-Flores, Eliah Najjar, Josh Jackson, and his wife Racquel.

A planned gift to the Lake Forest Symphony instills a personal sense of satisfaction with the knowledge that you are helping to create a living legacy that will continue to ensure the Lake Forest Symphony’s future.

By remembering the Symphony through wills, trusts, life insurance, IRA’s and other planned giving vehicles, you have the opportunity to leave a definite mark and a legacy of high quality music and education for generations to come. Even people of modest means can make a significant impact through tax-advantaged estate and financial planning.

If you have already included Lake Forest Symphony in your estate plans, please let us know. We would appreciate the opportunity to thank you.

Learn more about how you can make a lasting impact for the Lake Forest Symphony.

Charitable Bequests +

Charitable bequests are made through a provision in a will or living trust, as part of an estate plan.

Retirement Accounts +

Retirement plan assets are another way to contribute to the Symphony. Upon death, retirement plan assets are subject to both estate and income taxes which means a substantial portion of such assets will likely go to the Internal Revenue Service. By making the Lake Forest Symphony the beneficiary of an IRA or other retirement account(s) removes the assets from the donor’s estate and lowers the taxes payable on the donor’s death.

Charitable Gift Annuities +

A charitable gift annuity is a contract between a charitable institution and a donor in which, in return for an initial payment, the issuer agrees to pay the donor and/or his or her designee, on a periodic basis, a fixed or minimum fixed sum certain for life, or for some fixed period of years, whether starting immediately or at some future date. As typically provided in such a contract, the residuum is conveyed to the charitable institution upon the death of the donor.

Contact Executive Director Timothy Corpus to discuss how you can join the planned giving program.

(847) 295-2135