Planned Giving
Thinking ahead about your legacy? To make a deferred gift, a person decides to give at some future date, either a number of years from now or at death. A deferred gift is a present decision to make a future gift, evidenced by a legal contract. In the United States, the specific rules of planned giving are defined by the United States Congress and the Internal Revenue Service. By far, the most commonly utilized planned gift is the bequest of property through a person’s final will. Assets that might be used include:
- Securities
- Business Interests
- Cash
- Life insurance
- Personal property
- Real estate
- Retirement plan
To include the Sacramento Philharmonic in your plans, please consult your financial advisor.The Sacramento Philharmonic Orchestra Foundation may also be an appropriate beneficiary to assure the continuance of a professional orchestra in our region.
In 2004, the Sacramento Symphony Foundation changed its name to the Sacramento Philharmonic Orchestra Foundation to formally reflect that the Sacramento Philharmonic would be the exclusive beneficiary of the foundation. It also filed amended and restated bylaws for the same purpose.
The Foundation was originally formed in the 1960’s and for almost half-a-century has been dedicated to promoting the performance and appreciation of symphonic music in the greater Sacramento region. A major focus has been building, managing and protecting the endowment originally established by the Ford Foundation and the Sacramento community.
Trustees
Richard Bojé, President
Russell Godt
Linda Brandenburger
Elfrena Foord
Thomas P. Engel
Robert Gaines
Thomas J. Hammer
Robert E. Henley
Oleta Lambert
Kay W. Lehr
David Lindgren
David Motes
Stephen Meyers
David Nystrom
