Planned Giving

Make a Lasting Impact

When Clarence Arey founded the New Bedford Symphony Orchestra in 1915, he established his legacy of bringing beautiful classical music and high-quality educational programing to the greater New Bedford region. You too can leave a lasting impact on the classical music in our community by making a Legacy gift to the New Bedford Symphony Orchestra.

As ticket sales cover only 28% of the NBSO’s expenses, grants, individual donations and legacy gifts are a key source of revenue and vital to our continued ability to bring our superb music and youth education programs to the community.

For the donor, legacy gifts are an effective way to distribute one’s estate in a way that makes the most sense for that individual, their family, and the nonprofit. These gifts can generate significant estate tax deductions. In addition, charitable bequests are revocable and can be altered if you change your mind.

The NBSO Legacy Society

If you are planning to leave the NBSO a legacy gift, please contact Sarah Van Vleck at 508-999-6276 ext. 225 or svanvleck@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

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. 

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