Legacy and Estate Planning

Create your legacy and leave a meaningful impact on the Oakland Symphony by incorporating it into your estate plans. By including the Symphony in your plans, you can help ensure its stability and continuity for future generations. Planned gifts can take the form of bequests in wills or living trusts, designations of retirement plans and life insurance beneficiaries, charitable trusts, or promised gifts of art or artifacts that the Oakland Symphony has accepted.

For more information, to discuss your plans confidentially, or to let us know that you have already included the Oakland Symphony in your estate plans, please reach out to us at LDavis@OaklandSymphony.org.

Correct Legal Name: East Bay Performing Arts — Tax ID: 94-3081554

Business Address: 1440 Broadway, Suite 405, Oakland, CA 94612

STOCKS

Take advantage of appreciated securities without incurring capital gains tax by donating shares. Please email us at development@oaklandsymphony.org to let us know which type of stock and how many shares you will be donating so we can correctly acknowledge your gift.

IRA

If you are age 70½ or older, you can take advantage of a simple way to give to the Oakland Symphony and receive tax benefits in return. You can give up to $100,000 in IRA assets to a qualified charitable organization. The IRA charitable rollover is tax-free and not included in a donor’s adjusted gross income.

How to Give
If you are interested in making a gift through your IRA, please contact your financial advisor for more information.

A Gift in Your Will or Trust

With as little as one sentence, you can make a gift in your will or trust that will create art experiences that foster inspiration, enjoyment, and discovery. Whether you choose to give a set amount or a percentage of your estate, your support helps ensure our future.

Already included us in your will?  Contact Us.