Bequests & Legacy Giving

The Dallas Chamber Symphony recognizes and honors the visionary individuals, couples and families who have included the DCS in their estate plans, ensuring that the work you care about continues.

Bequests

Making a bequest to the Dallas Chamber Symphony is an ideal way to make a significant gift, and retain the use of your assets during your lifetime. Through a will, a family can bequeath a specific dollar amount, a percentage of an estate, or a residual value after other gifts have been satisfied. Bequests can be for a designated purpose.

Beneficiary Designations

Naming the Dallas Chamber Symphony as beneficiary of a life insurance policy, annuity, or retirement fund [e.g., IRA, 401(k), 403(b)] is a great way to eliminate substantial estate and income tax on these assets at the time of your death.

Direct Gifts of Cash

Legacy gifts of cash, publicly traded securities, or life insurance cash value from a policy that is no longer needed can be given to the endowment fund at any time, providing tax-saving benefits for you and immediate benefits to the Dallas Chamber Symphony.

How to Plan a Gift

To begin, contact your attorney and ask for the Dallas Chamber Symphony to be included in your Will or Trust. Use this sample language as a starting point for your discussion and planning:

 

Flat Sum (for wills) – Sample Language

“I give the sum of $__________ to the Dallas Chamber Symphony, Inc., a registered charitable organization (TAX ID 45-3543901), located in Dallas, Texas.”

Percentage (for wills) – Sample Language

“I give ______ percent of the residue of my estate to the Dallas Chamber Symphony, Inc., a registered charitable organization (TAX ID 45-3543901), located in Dallas, Texas.”

Flat Sum (for trusts) – Sample Language

“The trustee shall distribute the sum of $_____________ to the Dallas Chamber Symphony, Inc., a registered charitable organization (TAX ID 45-3543901), located in Dallas, Texas.”

Percentage (for trusts) – Sample Language

“The trustee shall distribute ______ percent of the residue of my estate to the Dallas Chamber Symphony, Inc., a registered charitable organization (TAX ID 45-3543901), located in Dallas, Texas.”

 

If you need an attorney recommendation, or help crafting your Will, Trust, or estate plans, please contact the office and we will be happy to assist you.

Once you have decided to include the Dallas Chamber Symphony in your Will, Trust, and/or estate plans, please let us know, so we can begin recognizing your generosity and including your gift in our future planning.

For more information, please contact Barbara Vance at bvance@dcsymphony.org or (214) 449-1294 x 906.

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