Gift plans create opportunities for both our donors and the Annapolis Symphony Orchestra. Determining what gift is right for you is just as important as making the gift. There are many options from which you can choose. The correct plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.

Learn about giving strategies that allow you to make a meaningful charitable gift while possibly enhancing your, and your family's, future financial well being.

An outright gift to the Annapolis Symphony Orchestra
A gift transferred from you to ASO. You can use your gift to benefit the current capital campaign, operating budget, or to support a specific program.  Also, a gift made through your estate or a beneficiary designation is a great way to make a future gift to ASO. These gifts not only provide the satisfaction of supporting the Center, but they can also provide potential estate tax savings.

Immediate Gift
Give to the Annapolis Symphony Orchestra from current assets or cash flow.

Retirement Plans
The balance of your retirement plan may be worth more when donated to the Annapolis Symphony Orchestra than to your heirs.

Bequest - Wills and Trusts
The Annapolis Symphony Orchestra can be named as a recipient in your will or as a beneficiary to your trust.

A gift that provides income to you now and benefits ASO later
A life income gift arrangement allows you to make a gift to ASO while providing yourself or others with income for life or a term of years.

Charitable Gift Annuity - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity - Deferred
Recommended for younger donors to build retirement earnings for the future.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.

Charitable Remainder Annuity Trust
Make a large gift and receive a fixed-income payout each year.

Charitable Remainder Unitrust
Make a large gift and create a flexible source of retirement income.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

A gift that helps ASO now and benefits your family later
ASO uses the income from a gift you make for a specified period of time, and then the assets are passed back to you or to your heirs.

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Our team of professionals is available to work with you and your tax, financial, and estate advisors in forming a gift plan.