The Endowment
Help ensure the future of high quality LIVE symphonic music in the Willamette Valley through planned giving to the Endowment Fund
Direct Gifts and Donations
A gift of cash, stocks, bonds, mutual funds or real estate property to the Endowment Fund is tax deductible.
Wills and Bequests
Have the Corvallis-OSU Symphony Endowment Fund included in your will. You can bequeath a dollar amount, a percentage of your estate, or a portion of the “residual” (any assets remaining after your specific wishes have been fulfilled). An attorney can help you devise a will that best matches your circumstances.
Retirement Plans
Designate the Endowment Fund of the Corvallis-OSU Symphony as a beneficiary of a retirement plan.
Life Insurance Policies
You can designate the Corvallis-OSU Symphony Endowment Fund as a beneficiary in either an existing or a new life insurance policy.
Charitable Trusts
Some planned giving strategies can benefit both you and the Endowment Funds. A charitable trust, for example, can provide income while you are living, along with important estate tax and capital gains benefits. Another type of charitable trust allows you to pass your assets on to your heirs, but in the meantime direct trust income to the Endowment Fund.
Please contact us for further information.