MAJOR GIFTS

Your philanthropic investment in Peninsula Symphony will ensure that PSO’s legacy of enriching the lives of people in our community with inspiring, innovative, high-quality musical presentations at affordable prices, and promoting music education through engaging programs for children and adults.

You have the opportunity to make a profound impact by investing in the area you care about most.

Where Your Money Goes

You can designate your gift to many areas. Our giving options are flexible to meet your needs: pledge your gift over a year, multiple years, or among multiple areas of support to ensure it makes a lasting impact with the following approaches:

Lifetime Gifts

Gift planning is a way to align your family's financial and philanthropic goals, and enable you to make a more significant contribution than you thought possible to Peninsula Symphony.

A planned gift allows you to maximize the impact of your contribution. With tax planning in place, you may be able to increase the net contribution amount by minimizing income and estate taxes. When put together with a gifting strategy, you may be able to reduce the transfer cost basis while you are living. A more sophisticated strategy allows you to receive an income stream during your lifetime, while transferring the appreciated remainder interest to a charity of your choice.

Cash gifts are the simplest method of lifetime giving and may be fully deducted for federal income tax purposes up to 100 percent of your adjusted gross income, based on the CARES (Coronavirus Aid, Relief and Economic Security) Act. You may have appreciated securities in 2020. Gifts of appreciated securities can save income tax and avoid capital gains tax that would be imposed if you sold the securities yourself. The actual impact of such a gift on your personal taxes should be reviewed with your tax adviser.

We greatly appreciate your consideration to include PSO in your gifting strategy. Your gifts would allow us to continue to build a legacy of music in our Bay Area community. Tax planning can maximize the impact of your lifetime giving. If you have any questions or would like to pursue a lifetime or legacy gift, please contact Executive Director Chelsea Chambers, chelsea@peninsulasymphony.org. You have access to a qualified professional who could answer any of your questions about tax incentives such as the CARES Act as well as lifetime and legacy giving strategies.

Disclaimer: PSO does not provide legal, tax and financial advice. Please consult your own advisors.

Legacy Gifts

We are happy to help you find the most meaningful way to make your mark on the benefit of music delivery for the community in many forms. The following shows some of the areas where your contributions make an impact in advancing symphonic music:

Please join us in advancing symphonic/classical music, directing your gift in such areas as: 

• The development of new artistic/performance programs

• Support for music education programs

• Enhancing outreach programs

• Infrastructure needs and staff support to secure necessary resources

• Securing performance venues for the future
  

If you have any questions or would like to pursue a lifetime or legacy gift, please contact Executive Director Chelsea Chambers, chelsea@peninsulasymphony.org. Peninsula Symphony has a qualified board member who could answer any of your questions around the CARES Act as well as lifetime and legacy giving.

Please click HERE to download the legacy giving form.

Disclaimer: PSO does not provide legal, Tax and financial advice. Please consult your own advisors.