Ways to Give
Your gift Supports excellence in artistry
Each carefully prepared season features time-honored classics, a variety of less familiar works by the great masters, plus a bouquet of accessible new works by modern composers including Joan Tower and Wang Jie during the 2019-2020 season. A2SO concerts frequently feature world-class guest soloists including opening this season with Emanuel Ax in Hill Auditorium. Our Symphony is most privileged to be part of a community already enriched with musical talent including Concertmaster Aaron Berofsky. We are proud to play concerts in all venues – from area farmers markets to school classrooms, and from libraries to day care centers and senior centers. The orchestra was also featured on the nationally syndicated radio program Pipedreams in November 2004, performing Once Upon a Castle, a concerto for theater organ and orchestra by internationally acclaimed composer Michael Daugherty commissioned for the A2SO’s and The Michigan Theater’s 75th anniversaries. The Annual Fund provides critical operating support to present our season of concerts and education and community engagement activities. Donors know that ticket prices cover less than half the cost of putting on a concert. We know that without support from these individuals, foundations, companies, and government our season would not be possible.
Ovation Society $30,000+ Encore Society $20,000+ Bravo Society $10,000+ Maestro’s Circle $5,000+ Concertmaster’s Circle $2,500+ Symphony Guild $1,000+ Concerto Guild $500+ Sonata Guild $250+ Serenade Guild $100+ Overture Member $50+ Your investment puts your Ann Arbor Symphony Orchestra into our area schools, libraries, daycare, and senior centers.
PRINCIPAL CHAIR BENEFITS
- Recognition and naming rights as the Principal Chair Sponsor for the instrument of your choice (subject to availability);
- Invitations to A2SO receptions with Music Director, Arie Lipsky and principal musicians;
- Photo of you with your sponsored chair musician;
- Photo inclusion in the A2SO season programs; and
- Thank you letter from your sponsored principal, Music Director and Executive Director
Section CHAIR BENEFITS
- Recognition and naming rights as a Section Chair Sponsor for the instrument of your choice (subject to availability);
- Invitations to A2SO receptions with Music Director Arie Lipsky and principal musicians;
- Photo inclusion in the A2SO season programs; and
- Thank you letter from your sponsored section chair, Music Director and Executive Director
What Are The Annual Sponsorship Levels?
- Podium: $160,000
- Concertmaster Chair: $5,000
- Principal Chair $3,000
- Section Chair $1,800
What Are The Endowment Sponsorship Levels?
- Podium: 5-year pledge. Contact Jennie Hale to learn more.
- Concertmaster Chair $160,000
- Principal Chair $80,000
MUSIC & Artist Sponsorship
IRA Charitable Rollover
- You must be age 70½ or older at the time of the gift.
- You may transfer any amount of your required minimum distribution, up to $100,000, directly from your IRA. This opportunity applies only to IRAs and not to other types of retirement plans (e.g., 401k, 403b, etc.).
- You must transfer the funds outright and directly to a qualified charity from your IRA. The A2SO is a qualified charity. This is an easy process by which your gift comes directly from your IRA to the A2
Frequently Asked Questions for Charitable Rollover to the Ann Arbor Symphony Orchestra
Can my gift be used as my minimum required distribution under the law?
My Required minimum distribution is less than $100,000. Does this apply to me?
I've already named the Ann ARbor Symphony as the beneficiary of my IRA. What are the benefits if I make a gift now instead of after my lifetime?
Is a donor limited to one Ira charitable distribution per year, or can a donor request multiple transfers?
I'm Turning age 70½ in a few months. Can I make this gift now?
I have several retirement accounts; some are pensions and some are IRAs. Does it matter which retirement account I use?
My spouse and I would like to give more that $100,000. How can we do that?
- Immediate income tax deduction
- Reduction of income, estate and capital gains taxes
- Increased financial security for you or your heirs while providing meaningful support to the Ann Arbor Symphony Orchestra
- Income for life paid to you and/or another beneficiary, such as your spouse or another family member
- Ability to provide for people or causes that are important to you
- Receive recognition for yourself or honor a loved one through a naming opportunity
The Ann Arbor Symphony Orchestra has assembled an advisory team of trust officers, attorneys and financial planners who are volunteering to the A2SO their professional help to work with you and your financial and legal advisors to assist you in making a meaningful planned gift to support your Ann Arbor Symphony Orchestra’s music and education programs.
Types of Planned Giving
Set up a Planned Gift
- While 81.5% of Michiganders give annually to nonprofits, only 2.8% leave bequests. The process is simple to leave a bequest. It can include cash, securities, stocks, real estate and other properties, life insurance, IRAs – each of which may help reduce your family’s estate-tax burden after your death. Sample Will Language:
…”I give, devise, and bequeath to the Ann Arbor Symphony Orchestra, a 501c3 corporation under the laws of Michigan, the following property (or amount)…”
Suggested language to make a residual bequest of assets remaining after all specific bequests have been satisfied:
…”the rest, residue and remainder of my estate to the Ann Arbor Symphony Orchestra.”
“__% (or fractional interest) of the rest, remainder, and residue of my estate…”
Suggested language for a contingent bequest to take effect only if those named as primary beneficiaries predecease you:
“…If any or all of the above-named beneficiaries do not survive me, I give the share that otherwise would have been his/hers to the Ann Arbor Symphony Orchestra.”
Appreciated Stocks and Securities
- Charitable Remainder Trust: By transferring assets into a Charitable Remainder Trust, you may bypass capital gains taxes, increase your income and enjoy a charitable income tax deduction that could significantly reduce your current income taxes. After your lifetime, or a term of years, the principal remaining is your gift to the Ann Arbor Symphony Orchestra.
- Charitable Remainder Annuity Trust: An Annuity Trust pays a fixed income based on the percentage you choose, and the value of the assets when the trust is established.
- Charitable Gift Annuity: Like the Charitable Remainder Annuity, a Charitable Gift Annuity pays you a fixed dollar amount for life, or for a term of years. The amount is determined at the time of contribution and is based on your age and, if you have designated another beneficiary , on his/her age as well. Part of the annuity payment is tax-free, and the initial charitable deduction offers substantial tax savings.
- Charitable Lead Trust: A Charitable Lead Trust is the reverse of the Charitable Remainder Trust and functions as a temporary gift or loan to the Ann Arbor Symphony Orchestra. That is, instead of paying income to you, the trust pays the income to the A2SO for a term of years before the principal reverts back to you, a family member, or another beneficiary. A lead trust can greatly reduce extate taxes, allowing you to make a significant gift to the Ann Arbor Symphony Orchestra and ultimately pass more to your heirs.
Life Insurance Policies
CORPorATE & Foundation Giving
CORPORATE HONOR ROLL
- A2 Hosting
- Arbor Trust Wealth Advisors
- AsahiKASEI Plastics North America, Inc.
- Bank of Ann Arbor
- Comerica Bank
- Faber Piano Institue/Nancy & Randall Faber
- Foresight Group
- Jaffe Raitt Heuer & Weiss, P.C.
- “JIFFY” Mix
- Kapnick Insurance
- Manpower, Inc Of Southeastern Michigan
- O’Neal Construction, Inc.
- Old National Bank
- PNC Foundation
- Raymond James/Douglas Gross
- Retirement Income Solutions
- Sano & Associates, P.C.
- SHAR Music
- State Street District
- TLS Productions
- University of Michigan Credit Union
- Zingerman’s Community of Businesses
We would like to thank our generous foundation sponsors for their support:
- Ann Arbor Area Community Foundation
- Ann And Gordon Getty Foundation
- Arts Alliance
- Buhr Foundation
- Chelsea Community Foundation
- Comerica Charitable Foundation
- Mardi Gras Fund
- Martin Family Foundation
- Michigan Council for Arts and Cultural Affairs
- Music Performance Trust Fund
- National Endowment for the Arts
- Ray & Eleanor Cross Foundation
- Rotary Club of Ann Arbor
- Worthington Family Foundation
AT THE HOUSE
September 26, 2020 | Goodyear & Beethoven
September 27, 2020 | The Berofskys & Beethoven
October 17, 2020 | The Music of Brahms
November 14, 2020 | Simon, Haydn, & Borodin
IN THE HALL
December 11, 2020 | Holiday Pops
January 23, 2021 | Mozart’s Vienna
March 13 & 14, 2021 | Night at the Movies
March 20, 2021 | Tchaikovsky & Sibelius
April 24, 2021 | Rachmaninoff & Wagner