Leave a lasting legacy of music!

When you make a gift through your estate, either now or at the end of your life, you provide invaluable support to the Eugene Symphony. In addition, you or your heirs may receive various financial advantages, including significant tax benefits.

When you make a legacy commitment of any size, we also welcome you as a lifelong member of the Encore Society. As a member, you’ll receive the following benefits:

  • Donor recognition in the program magazine
  • Invitation to Encore Society Annual Luncheon
  • Pass to one Founders Society Donor Reception
  • Pass to one Post-Concert Reception
  • Invitation to the Annual Meeting and reception
  • Encore Society membership lapel pin

“The Encore Society and Crescendo Society are an extraordinary group of forward-thinking individuals who care deeply about the future of the Eugene Symphony and those whose lives will be made richer from having a great orchestra in this great city. ”

Endowment Trustee

How can I make a planned gift?

There are many ways to create a legacy gift for the Eugene Symphony.


Gifts for the future

Future gifts let you retain the assets you need during your lifetime and allow you to give generously in the future:

  • Remember the Symphony in your will or living trust: Sample bequest language coming soon!   
  • Designate the Symphony as a beneficiary: Of your IRA, 401(k), bank or investment account, or other asset.
  • Make a gift of life insurance:  Examples coming soon of Legacy Gift Planning – Life Insurance.

Gifts that provide tax benefits now and lifetime income

Create a charitable remainder trust: Your irrevocable trust will make payments to you or other beneficiaries for your lifetime or a specified term, after which the Eugene Symphony receives the remainder.


Gifts of property

Donate real estate: a vacation home, commercial property or undeveloped land, or use these to fund a charitable trust to benefit the Eugene Symphony. You may even donate your home and continue to live there for the rest of your lifetime.


Outright gift to the annual fund or endowment

Make a gift of appreciated stock or other assets, which can minimize capital gains and/or income taxes for you. You can give to either:

  • The Annual Fund for the Symphony’s ongoing operations
  • The Endowment, where it will be held in perpetuity with earnings directed toward the Eugene Symphony’s artistic, education or community programs.
  • Any planned or outright gift may be made in honor or memory of a loved one.

Gifts of Stock

Many people choose to contribute to the Eugene Symphony by making a gift of stock rather than making a direct contribution of cash. If you own stock or mutual funds, it may be more tax-wise to contribute these shares than cash. This is because a gift of appreciated securities generally provides you a two-fold tax advantage: first, you avoid paying capital gains tax on the increase in the value of the stock or mutual funds. Second, you receive a federal income tax deduction for the full fair market value of the securities at the time of the gift.

Your gift of stock or mutual fund shares must be received by the Symphony's broker by December 31, 2017 to count as a tax deduction for 2017.


It's easy to make a stock or mutual fund gift to the Eugene Symphony

1. First, read and complete the Stock Gift Instructions form. (pdf)

2. Have your broker transfer your gift of securities to the Symphony's broker: 
Ferguson Wellman Capital Management 
888 SW Fifth Avenue, Suite 1200
Portland, OR 97204
Account Information:
Charles Schwab
DTC # 0164
Account # 8009-0782
Account name: Eugene Symphony Association, Inc.
Tax ID # 93-0556298

3. Finally, to ensure that you are properly credited and acknowledged for your gift, please send or fax the Stock Gift Instructions form to:
Finance Director
Eugene Symphony Association
115 West 8th Avenue, Suite 115
Eugene, OR 97405
Fax: 541.687.0527

Please note that this information should not be construed as legal or tax advice. Please contact your own accountant, attorney, or tax advisor for assistance regarding stock or mutual fund gifts you may be considering making to the Eugene Symphony.