What is Planned Giving? Planned Giving is an opportunity to Leave a Legacy with the WSO and ensure the future of the orchestra for the next generation of music-lovers in Windsor Essex.
Planned gifts can be designated to the WSO’s endowment fund to be invested in perpetuity. The original gift cannot be touched, with the investment revenue supporting the orchestra’s annual operations for years to come.
There are many ways to Leave a Legacy with the WSO and demonstrate your belief in the life-changing impact of connecting with others through music.
The most common way to leave a Legacy Gift is to include the WSO as a beneficiary, or partial beneficiary, in your will.
The WSO can provide language examples to pass on to your estate planner or lawyer.
Another great way to Leave a Legacy is to direct the proceeds of your life insurance policy to the WSO. Similarly, the WSO can be designated as the beneficiary of a registered retirement plan funds (RRSP, RRIF, or TFSA).
Naming the WSO as your beneficiary can also have significant tax benefits when settling an estate.
Investments in stocks, mutual funds, bonds, or other securities, can also be donated to the WSO.
To make the most of the value of these assets, they can be donated directly to the WSO. This avoids taxes that would otherwise occur when securities are sold to donate the proceeds.
If you’re interested in Leaving a Legacy with the WSO, we can provide more information and help you through the process.
Jeremy Klaver, Development Manager
Windsor Symphony Orchestra
Phone: (519) 973-1238 ext. 28.