Planned Giving

How has the A2SO touched your life?

With the breathtaking beauty of a beautiful Brahms piano concerto masterfully played by Anton Nel and your A2SO?

With the riveting A2SO CD of Paul Fetler’s music and the goose-bump excitement of “Beat! Beat! Drums!”?

With the shouts from bus load after bus load of ecstatic elementary-school children screaming “Copland Rocks!” and “A2SO is Cool!” after our March Daytime Youth Concerts?

With the wobbly-legged, yet ultra confident toddler marching in time to Jason Bergman’s trumpet fanfare at a KinderConcert at our local libraries?

With the satisfied, beaming smiles from our most seasoned citizens at our Afternoon Delights daytime chamber concerts?

Most of you share a stronger than passing interest in supporting your A2SO. I invite you to join your friends and neighbors in establishing a planned gift to your A2SO. A planned gift allows you to make a significant impact. Remember that there is no gift too small or too large. All gifts are important.

Mary Steffek Blaske, A2SO Executive Director, and if you would like, the A2SO Advisory Team made up of local tax and legal advisors, will work with you, your attorney or your financial advisor to help you develop a gift arrangement that best meets both your philanthropic and financial goals. We welcome the opportunity to help you create your lasting legacy.

  Donor Advantage Tax Deduction Income Payment Taxation of Income Value to A2SO
Bequest Defer your gift until after your lifetime. Exempt from estate tax or deduction for estate income tax. NA NA A2SO receives assets according to terms of donor's will.
Life Insurance Make a substantive gift without a large cash outlay. May deduct cost of premiums if A2SO owns the policy. NA

NA

 A2SO receives cash benefit of policy at death. Donor is responsible for any premiums. 
Retirement Plan/
IRA		 Simple process to name A2SO as beneficiary. Donor retains use during lifetime. Avoids estate taxes. No tax paid on what would otherwise become one of the highest-taxed assets. No effect on retirement plan payments to the donor.   NA A2SO receives assets at donor's death.
Charitable Gift Annuity Income for life to donor or designee(s). Tax deductions.  Income tax deducation at time of gift. Reduce or avoid capital gains tax. Receive fixed payments annually (or more frequently as donor designs). Payments are only taxed partially. A2SO receives remainder of assets at donor's death.
Charitable Lead Trusts Greatly reduces or avoids possible gift and estate taxes on trust assets passing to family. May receive income tax deduction on present value of income gift. Provides an income stream to the named non-charitable beneficiaries.    A2SO receives income for duration of Trust, remainder to family. 
Charitable Remainder Trusts Income for life to donor or designee(s) Income tax deduction at time of gift. Reduce or avoid capital gains tax. Receive income annually which can be used to fund annual gifts.   A2SO receives remaining assets at donor's death.

A planned gift to the Ann Arbor Symphony Orchestra offers many potential benefits:

  • immediate income tax deduction;
  • reduction of income, estate and capital gains taxes;
  • increased financial security for you or your heirs while providing meaningful support to the Ann Arbor Symphony Orchestra;
  • income for life paid to you and/or another beneficiary, such as your spouse or another family member;
  • ability to provide for people or causes that are important to you;
  • receive recognition for yourself or honor a loved one through a naming opportunity.

If you have questions about planned giving, please contact Mary Steffek Blaske at 734.994.4801.

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