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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

 

 

Retained Life Estate

A RETAINED LIFE ESTATE is a gift plan defined by federal tax law allowing the donation of a personal residence (to include a vacation home) or farm with the donor retaining the right to life enjoyment. A life estate may be retained for one or more lives or it may be retained for a term of years. All routine expenses — maintenance fees, property taxes, repairs, etc — are the responsibility of the donor. The donor receives income tax benefits in the year of the gift (the property is irrevocably deeded to the charity) and estate tax benefits.

Please CONTACT US
to discuss your unique
circumstances.