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.
• Designate the Symphony as a beneficiary: Of your IRA, 401(k), bank or investment account, or other asset.
• Make a gift of life insurance.

To make a bequest to the Eugene Symphony in your estate plan, you should speak with your attorney. Eugene Symphony is not in a position to provide tax or legal advice. All donors are encouraged to consult with their own tax and legal advisors. Here is some basic bequest language as a sample to assist you and your attorney:

I give, devise and bequeath [describe assets which are the subject of the bequest; for example: a stated sum, the residue of the estate or a percentage of the residue of the estate] to Eugene Symphony Association, a non-profit organization located at 115 W 8th Ave # 115, Eugene, OR 97401, Federal Tax ID #93-0556298, for Eugene Symphony Association's general use and purpose.

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.

Outright gift to the Symphony’s annual fund or the Foundation

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

• Any planned or outright gift may be made in honor or memory of a loved one.

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 of the calendar year to count as a tax deduction for that calendar year.

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 97401
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.