The NBSO Legacy Society

If you are planning to leave the NBSO a legacy gift, please send in the NBSO Planned Giving Form or contact Rhonda Veugen at 508-999-6276 ext. 225 or rveugen@nbsymphony.org. With your consent, we will recognize you as a member of the NBSO Legacy Society and will include your name in various online and printed materials. Your membership may also entitle you to participate in other benefits including an annual donor recognition event.

Strategies for Planned Giving

Legacy gifts are an effective way to distribute one’s estate in a way that makes sense to the donor, their family, and the NBSO. These gifts can also generate significant estate tax deductions.

BEQUESTS IN A WILL OR LIVING TRUST: One of the simplest and most popular ways to make a legacy gift is through your will or living trust. Learn More…

GIVING RETIREMENT FUNDS: Qualified retirement plan assets (such as those in an IRA, 401k, Keogh or pension plan) often represent a major portion of one’s estate. Learn More…

LIFE INSURANCE: Many people own some form of life insurance but the original need for that financial protection may no longer exist. Learn More…

CHARITABLE REMAINDER TRUSTS: When you establish a Charitable Remainder Trust, the trust pays an income to you or your chosen beneficiary(ies) for life or for a specified term of up to 20 years. Learn More…

CHARITABLE LEAD TRUSTS: The Charitable Lead Trust preserves the asset for later distribution to you or your beneficiaries while allowing the NBSO to benefit from the investment return during the time allotted. Learn More…

GIFTS OF SECURITIES OR OTHER ASSETS: Such assets could include stocks, bonds, real estate, vehicles, boats, art or jewelry.