Planned Giving — Planning A Gift To WSO
Please note that gifts of this nature should be carefully considered in relation to your comprehensive financial and estate plans. We strongly recommend that you consult an attorney in the preparation of your will and to supervise its execution so as to comply with your state requirements. The following are examples for illustration only.
Bequests for Unrestricted Purposes
- For a bequest of securities, the possible language is: "I give Wilmington Symphony Orchestra all of my shares of XYZ stock or mutual fund to be used for the benefit of Wilmington Symphony Orchestra."
- For a bequest of cash, the possible language is: "I give to Wilmington Symphony Orchestra the sum of (Amount) to be used for the benefit of Wilmington Symphony Orchestra."
If you do not want to specify the exact amount or nature of the intended gift, perhaps because the size of the future estate is difficult to estimate, a proportional bequest is often the best way to accomplish your goals. We would receive a percentage of the estate or the residue of the estate, after all other provisions have been met.
- Possible language is: "I give to Wilmington Symphony Orchestra (percent) of my estate, or (percent of the rest, residue and remainder) of my estate to be used for the benefit of Wilmington Symphony Orchestra."
- Possible language is: "If (name of primary beneficiary) does not survive me, or shall die during the administration of my estate, or as a result of a common disaster, then I give to Wilmington Symphony Orchestra all of the rest, residue, and remainder of my estate, to be used for the benefit of Wilmington Symphony Orchestra."
Bequests for Restricted
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Download the detailed Sponsorhip and Underwriting Opportunities below:
Call the Wilmington Symphony office
to make arrangements
underwriting or legacy gifts,
or simply join other
Annual Fund investors
by contributing via
the donate now button,
or by mailing in your
tax-deductible gift today to:
Wilmington Symphony Orchestra,
5032 Randall Parkway
Wilmington, NC 28403