You make the music possible.

Gift Planning Vehicles

Gifts that Pay You Income

Charitable Gift Annuity – A charitable gift annuity involves a contract between a donor and a nonprofit, where the donor transfers assets to the nonprofit in exchange for a partial tax deduction and a lifetime stream of annual income from the nonprofit. When the donor passes away, the nonprofit keeps the gift.

Deferred Charitable Gift Annuity – A deferred charitable gift annuity is funded with cash or stock that is exchanged for the nonprofit's promise to pay the annuitants’/donors’ income at a future date, typically post-retirement. At the death of the last annuitant/donor, the remainder goes to the nonprofit.

Charitable Remainder Trusts: A charitable remainder trust allows a donor to permanently transfer assets into a trust. The trust pays income to the donor or other beneficiaries during their lifetimes, and the remainder goes to a qualified nonprofit.

  • Charitable Remainder Annuity Trust- the donor receives a fixed income and cannot make additional contributions to the trust.
  • Charitable Remainder Unitrust - this type is flexible in that the donor can make additional contributions to the trust and the payments to the donor can vary.

Gifts You Can Make Today

Charitable Lead Trust - A charitable lead trust is designed to provide income payments to at least one qualified nonprofit for a period measured by a fixed term of years, individual beneficiaries, or a combination of the two. After the term expires, trust assets are returned to the donor or their heirs named in the trust instrument.

Donor Advised Funds - A donor advised fund is a charitable giving vehicle that occurs when an individual, family or corporation makes a binding, tax-deductible contribution of personal assets to a nonprofit. The donor can recommend, but not direct grant distributions to qualified nonprofit organizations.

Memorial and Honorary Gifts - If you have a family member or friend whose life has been touched by Atlanta Symphony Orchestra, we hope you will consider making a gift in their honor. This type of gift establishes a living tribute that allows you to honor a loved one while supporting our continuing efforts.

Gifts that You Can Make After Your Lifetime

Bequests - Bequests are the transfers of wealth that occur upon a donor's death and are transferred through a will or a trust. Bequests can take several forms, such as:

  • Specific bequest - a certain amount of cash, securities, or property.
  • General bequest - property that is similar to all other items distributed, usually cash.
  • Percentage bequest - a stated percentage of the donor's estate.
  • Residual bequest - all or a portion of what remains of the estate after specific and general bequests are distributed.

Beneficiary Designations - These designations are made by donors who continue supporting our work even after their lifetime by naming us as beneficiary of their retirement plan, life insurance, or insurance annuity assets.

Endowed Gifts - An endowed gift is when a donor’s contribution is invested and becomes part of the Orchestra’s endowment. An annual distribution is made for the purpose the donor designates. Because the principal remains intact, the fund will always continue to generate support. Endowed gifts can be cash, securities, or other assets to an endowment created by a donor. Or, it is also possible to contribute to a nonprofit’s established endowment. For more information on named endowed funds, please contact Brien Faucett at (404) 733-4894.

Real Estate - With a retained life estate, a donor deeds a personal residence or land to the Atlanta Symphony Orchestra now. The donor retains the right to occupy the home for life and continue to pay real estate taxes, maintenance fees, and insurance on the property. In addition, it is possible to rent the home or make improvements to it later. After a donor’s lifetime—and the lifetime of their spouse or another person they choose to retain rights to live in the home—we take possession of the property.

Types of Contributions We Will Accept

Since its beginning almost 70 years ago, the Atlanta Symphony Orchestra continues to ignite a passion and love of music, arts, and culture within Atlanta, making our city one of the premier cultural focal points of the Southeast.

We would like to invite you to join us in ensuring the love of music continues for generations to come. Please explore this section to learn which type of contribution would be most practical for you. The Orchestra welcomes the opportunity to assist you and your advisors decide on a giving option that suits your circumstances and the needs of your heirs. Please contact Brien Faucett at (404) 733-4894 if you are interested in including the Atlanta Symphony Orchestra in your long-term plans.

  • Cash
  • Publicly traded stocks, bonds and mutual funds
  • Closely held securities
  • Real estate
  • Life Insurance
  • Charitable Remainder Trusts
  • Bequests
  • Charitable Gift Annuities
  • Retirement plan and insurance beneficiary designation