Yes! Please contact me about joining the Musical Legacy Society. NAME ADDRESS CIT Y STATE ZIP PHONE E-MAIL
Please detach and return to: Milwaukee Symphony Orchestra attn: Shannon Rolbiecki 1101 North Market Street, Suite 100 Milwaukee, WI 53202
What is a planned gift? A planned gift is one that you decide on now yet in most instances, actually give later. Common examples include a bequest to a charity in your will or a beneficiary designation on your life insurance policy. Some planned gifts have the potential to create tax savings. Others can conserve your assets and form a part of your overall financial and estate planning.
What is the Musical Legacy Society? The Musical Legacy Society is the way the MSO says “thank you” for your generosity to future generations. When you make a planned gift, and provide the MSO with your Statement of Intent, enrollment is automatic. Even when your gift is anonymous, you still enjoy the benefits of membership.
Can I direct my planned gift to my favorite area of the MSO? Yes! The best way we can say “thank you” is to ensure fulfillment of your charitable focus. Whether you wish to support the MSO’s ongoing artistic and organizational quality or a special interest area (MSO educational programming, endowment, etc.), our commitment is to focus on what is most important to you.
How can I be sure my musical legacy will achieve my desired impact? Planned giving is a confidential process that requires thoughtful consideration and careful handling of your private information. Speak with us in confidence, or anonymously if you prefer. We will ensure the accurate documentation of your philanthropy.
To discuss any aspect of planned giving, please contact Shannon Rolbiecki, Director of Individual Giving.
414.226.7804 | rolbieckis@mso.org The information in this brochure is not offered as legal or tax advice. Seek the advice of your tax advisor, attorney and/or financial planner to determine whether a contemplated gift fits well with your financial planning.
Musical Legacy Society Making a difference through planned giving
The gift that keeps on giving.
S
CO R E S O F SYM PH O NY LOV E R S have generously contributed to the Milwaukee Symphony Orchestra’s success throughout their lifetimes. But it doesn’t have to stop there. Consider a legacy gift. Loyal and generous music lovers who choose to honor the Milwaukee Symphony Orchestra through bequests or other long-range giving plans become members of our Musical Legacy Society. Your gift helps ensure a vibrant future of outstanding musical experiences for generations to come. Few philanthropic actions are as deeply meaningful. Depending on your age, your income and assets, and philanthropic goals, a number of planned giving options are available to you with varying tax advantages. Planned and long-range gifts include:
• Bequests under a will or living trust • Beneficiary designation for qualified retirement plan assets such as a 401(k), 403(b), IRA, Keogh, or life insurance policy
• Pledges • Charitable Remainder Trust • Charitable Lead Trust We invite you to learn more about our Musical Legacy Society and the satisfaction that comes with giving a gift that builds a secure foundation for the future. Please consult your attorney or tax advisor to determine what is best for your unique philanthropic vision.
The Milwaukee Symphony has provided us with countless evenings of pleasure and delight. Each concert brings a unique experience: some are joyous, some contemplative, and some even spiritual. Some day, when we are no longer able to make annual gifts, we can still provide support to the MSO through our estate plan so future generations can realize the same life-enhancing experiences that we have had. MICHAEL and JEANNE SCHMITZ
MEMBERSHIP BENEFITS
• Invitations to private musical events • Recognition in all Encore concert programs • Reports on the Symphony’s activities and long-range plans
• Invitation to Legacy Society annual luncheon
The gift that keeps on giving.
S
CO R E S O F SYM PH O NY LOV E R S have generously contributed to the Milwaukee Symphony Orchestra’s success throughout their lifetimes. But it doesn’t have to stop there. Consider a legacy gift. Loyal and generous music lovers who choose to honor the Milwaukee Symphony Orchestra through bequests or other long-range giving plans become members of our Musical Legacy Society. Your gift helps ensure a vibrant future of outstanding musical experiences for generations to come. Few philanthropic actions are as deeply meaningful. Depending on your age, your income and assets, and philanthropic goals, a number of planned giving options are available to you with varying tax advantages. Planned and long-range gifts include:
• Bequests under a will or living trust • Beneficiary designation for qualified retirement plan assets such as a 401(k), 403(b), IRA, Keogh, or life insurance policy
• Pledges • Charitable Remainder Trust • Charitable Lead Trust We invite you to learn more about our Musical Legacy Society and the satisfaction that comes with giving a gift that builds a secure foundation for the future. Please consult your attorney or tax advisor to determine what is best for your unique philanthropic vision.
The Milwaukee Symphony has provided us with countless evenings of pleasure and delight. Each concert brings a unique experience: some are joyous, some contemplative, and some even spiritual. Some day, when we are no longer able to make annual gifts, we can still provide support to the MSO through our estate plan so future generations can realize the same life-enhancing experiences that we have had. MICHAEL and JEANNE SCHMITZ
MEMBERSHIP BENEFITS
• Invitations to private musical events • Recognition in all Encore concert programs • Reports on the Symphony’s activities and long-range plans
• Invitation to Legacy Society annual luncheon
The gift that keeps on giving.
S
CO R E S O F SYM PH O NY LOV E R S have generously contributed to the Milwaukee Symphony Orchestra’s success throughout their lifetimes. But it doesn’t have to stop there. Consider a legacy gift. Loyal and generous music lovers who choose to honor the Milwaukee Symphony Orchestra through bequests or other long-range giving plans become members of our Musical Legacy Society. Your gift helps ensure a vibrant future of outstanding musical experiences for generations to come. Few philanthropic actions are as deeply meaningful. Depending on your age, your income and assets, and philanthropic goals, a number of planned giving options are available to you with varying tax advantages. Planned and long-range gifts include:
• Bequests under a will or living trust • Beneficiary designation for qualified retirement plan assets such as a 401(k), 403(b), IRA, Keogh, or life insurance policy
• Pledges • Charitable Remainder Trust • Charitable Lead Trust We invite you to learn more about our Musical Legacy Society and the satisfaction that comes with giving a gift that builds a secure foundation for the future. Please consult your attorney or tax advisor to determine what is best for your unique philanthropic vision.
The Milwaukee Symphony has provided us with countless evenings of pleasure and delight. Each concert brings a unique experience: some are joyous, some contemplative, and some even spiritual. Some day, when we are no longer able to make annual gifts, we can still provide support to the MSO through our estate plan so future generations can realize the same life-enhancing experiences that we have had. MICHAEL and JEANNE SCHMITZ
MEMBERSHIP BENEFITS
• Invitations to private musical events • Recognition in all Encore concert programs • Reports on the Symphony’s activities and long-range plans
• Invitation to Legacy Society annual luncheon
Y es! Please contact me about joining the Musical Legacy Society. NAME ADDRESS CIT Y STATE ZIP PHONE E-MAIL
Please detach and return to: Milwaukee Symphony Orchestra attn: Shannon Rolbiecki 1101 North Market Street, Suite 100 Milwaukee, WI 53202
What is a planned gift? A planned gift is one that you decide on now yet in most instances, actually give later. Common examples include a bequest to a charity in your will or a beneficiary designation on your life insurance policy. Some planned gifts have the potential to create tax savings. Others can conserve your assets and form a part of your overall financial and estate planning.
What is the Musical Legacy Society? The Musical Legacy Society is the way the MSO says “thank you” for your generosity to future generations. When you make a planned gift, and provide the MSO with your Statement of Intent, enrollment is automatic. Even when your gift is anonymous, you still enjoy the benefits of membership.
Can I direct my planned gift to my favorite area of the MSO? Yes! The best way we can say “thank you” is to ensure fulfillment of your charitable focus. Whether you wish to support the MSO’s ongoing artistic and organizational quality or a special interest area (MSO educational programming, endowment, etc.), our commitment is to focus on what is most important to you.
How can I be sure my musical legacy will achieve my desired impact? Planned giving is a confidential process that requires thoughtful consideration and careful handling of your private information. Speak with us in confidence, or anonymously if you prefer. We will ensure the accurate documentation of your philanthropy.
To discuss any aspect of planned giving, please contact Shannon Rolbiecki, Director of Individual Giving.
414.226.7804 | rolbieckis@mso.org The information in this brochure is not offered as legal or tax advice. Seek the advice of your tax advisor, attorney and/or financial planner to determine whether a contemplated gift fits well with your financial planning.
Musical Legacy Society Making a difference through planned giving
Y es! Please contact me about joining the Musical Legacy Society. NAME ADDRESS CIT Y STATE ZIP PHONE E-MAIL
Please detach and return to: Milwaukee Symphony Orchestra attn: Shannon Rolbiecki 1101 North Market Street, Suite 100 Milwaukee, WI 53202
What is a planned gift? A planned gift is one that you decide on now yet in most instances, actually give later. Common examples include a bequest to a charity in your will or a beneficiary designation on your life insurance policy. Some planned gifts have the potential to create tax savings. Others can conserve your assets and form a part of your overall financial and estate planning.
What is the Musical Legacy Society? The Musical Legacy Society is the way the MSO says “thank you” for your generosity to future generations. When you make a planned gift, and provide the MSO with your Statement of Intent, enrollment is automatic. Even when your gift is anonymous, you still enjoy the benefits of membership.
Can I direct my planned gift to my favorite area of the MSO? Yes! The best way we can say “thank you” is to ensure fulfillment of your charitable focus. Whether you wish to support the MSO’s ongoing artistic and organizational quality or a special interest area (MSO educational programming, endowment, etc.), our commitment is to focus on what is most important to you.
How can I be sure my musical legacy will achieve my desired impact? Planned giving is a confidential process that requires thoughtful consideration and careful handling of your private information. Speak with us in confidence, or anonymously if you prefer. We will ensure the accurate documentation of your philanthropy.
To discuss any aspect of planned giving, please contact Shannon Rolbiecki, Director of Individual Giving.
414.226.7804 | rolbieckis@mso.org The information in this brochure is not offered as legal or tax advice. Seek the advice of your tax advisor, attorney and/or financial planner to determine whether a contemplated gift fits well with your financial planning.
Musical Legacy Society Making a difference through planned giving