Planned Giving
Create a lasting legacy by including the Southwest Symphony in your estate plans.
Leave a Legacy of Music
A planned gift to the Southwest Symphony Orchestra ensures that future generations will continue to experience the joy and enrichment of live orchestral music in Southern Utah.
There are many ways to include the Southwest Symphony in your long-term giving plans, each offering unique benefits. We recommend consulting with your financial or legal advisor to determine which option is best for your situation.
Ways to Give
Bequest in Your Will
Designate the Southwest Symphony as a beneficiary of a specific amount, percentage, or residual estate.
Beneficiary Designation
Name the Southwest Symphony as a beneficiary of a retirement account, life insurance policy, or bank account.
Charitable Trust
Establish a charitable remainder or lead trust that benefits both you and the symphony.
Gifts of Appreciated Assets
Donate stocks, bonds, or real estate for potential tax benefits while supporting the arts.
Legacy Society
Donors who include the Southwest Symphony in their estate plans are welcomed into our Legacy Society, receiving special recognition and invitations to exclusive events throughout the year.
Start the Conversation
We'd love to discuss how a planned gift can align with your philanthropic goals.
Contact UsThe information on this page is for general educational purposes and is not intended as legal or tax advice. Please consult with your attorney, financial planner, or tax advisor regarding your specific situation.