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To Donate today:

Donate to the Wilmington Sympony Orchestra

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QUESTIONS?
Individual circumstances will vary -
as with all tax and estate planning,
please consult your attorney or
estate specialist. We will be glad
to answer questions and offer
suggestions confidentially based
on your personal circumstances.

We are pleased to work with you
to determine how a planned gift
can satisfy your overall financial
and personal goals while providing
a secure future for Wilmington
Symphony Orchestra.

All consultations are held in strict confidence. Please contact us today
for more information or to request
a personalized illustration of how
a planned gift can benefit you.


Contact us below:

Wilmington Symphony Orchestra
4608 Cedar Ave., #105
Wilmington, NC 28403

Phone: 910-791-9262
Fax: 910-791-8970

Reed Wallace, Executive Director:

info@wilmingtonsymphony.org

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Please note, individual financial
circumstances will vary. The
information on this site does not
constitute legal or tax advice.
Donor stories and photographs
are for purposes of illustration
only. As with all tax and estate
planning, please consult your
attorney or estate specialist. All
material is copyrighted and is for
viewing purposes only. Use of
this site signifies your agreement
with the terms of use. The content
in this Planned Giving section has
been developed for the Wilmington
Symphony Orchestra by Future
Focus
. Revised: Oct. 3, 2008

 

 

Planning Giving Factors

One very important aspect of planning for the future is to take time to consider your
overall financial and estate plans. Many people never get around to making a will or
other estate plan, for example, and that's a real shame because so many good things
can come out of the planning process -- not the least of which is your own piece of mind.

If you are ready to consider making or reviewing your estate plan, consider using the
four "P's" as a simple guide. Before going to visit your attorney and/or other professional
advisor, take time to list the following:

PEOPLE: Who are all the people in your life who depend on you or whom you might
want to remember in your plans? Spouse, children, grandchildren, other relatives,
friends and loved ones come to mind.

PROPERTY: What are the various properties you own that together make up your estate?
List real estate, insurance, annuities, mortgages held, automobiles, furniture, etc. Make
a note of the cost of each, the estimated current value and any income or debt involved.

PLANS: How would you like to match your properties to the people you have listed?
Be sure to include any plans you have to remember your charitable interests, such
as Wilmington Symphony Orchestra.

PLANNERS: Who are the people you will need to talk with to complete your plan?
Remember to list your attorney, insurance agent, broker, trust officer, certified
financial planner and perhaps others.

Once you have been through this process, you are ready to put it all together. We
at Wilmington Symphony Orchestra would be most honored to be a part of your future
plans. If you would like more information about us, or if we can help in any way,
please feel free to call or EMAIL Reed M. Wallace at (910) 791-9262.

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