Planned Giving

Contact Jennie Hale or Mary Steffek Blaske
Phone: (734) 994-4801
Email: or

How has the A2SO touched your life?

  • With the breathtaking beauty of a beautiful Brahms piano concerto masterfully played by Anton Nel and your A2SO?
  • With the riveting A2SO CD of Paul Fetler’s music and the goose-bump excitement of “Beat! Beat! Drums!”?
  • With the shouts from bus load after bus load of ecstatic elementary-school children screaming “Copland Rocks!” and “A2SO is Cool!” after our March Daytime Youth Concerts?
  • With the wobbly-legged, yet ultra confident toddler marching in time to Becky Gawron’s trumpet fanfare at a KinderConcert at our local libraries?
  • With the satisfied, beaming smiles from our most seasoned citizens at our daytime chamber concerts?

Most of you share a stronger than passing interest in supporting your A2SO. I invite you to join your friends and neighbors in establishing a planned gift to your A2SO. A planned gift allows you to make a significant impact.

Benefits of Planned Giving

  • 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


Set Up a Planned Gift

We will work with you, your attorney or your financial advisor to help you develop a gift arrangement that best meets both your philanthropic and financial goals. We welcome the opportunity to help you create your lasting legacy. If you have questions about planned giving, please contact Mary Steffek Blaske or Jennie Hale at 734.994.4801.

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

Suggested language used to create a bequest can be:

…”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.”

There can be desirable tax advantages to giving securities. When you contribute securities that have increased in value, you can keep your cash for other uses and avoid the capital gains tax incurred when you sell appreciated assets. You also get a charitable tax deduction for the full market value of the asset, regardless of what you paid for it.

These are deferred gifts which provide an income stream for you for the term of the gift, an immediate tax deduction in the year of the gift, and other beneficial tax consequences. These gifts can take the form of a Charitable Remainder Trust, Charitable Remainder Annuity Trust, Charitable Gift Annuity, or a Charitable Lead Trust.

  • 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.

One of the simplest ways to provide for the Ann Arbor Symphony Orchestra is to name the Ann Arbor Symphony Orchestra as a beneficiary of your retirement plan, IRA or other pension plan. By naming the Ann Arbor Symphony Orchestra as the beneficiary of a retirement plan that could be highly taxed, you can preserve other assets in your estate that carry lower tax liabilities for your heirs.

The best way to give life insurance is to purchase a new policy naming the Ann Arbor Symphony Orchestra as owner and beneficiary. The premiums that you pay on the policy are tax deductible. You may also designate the Ann Arbor Symphony Orchestra as the owner and beneficiary of an existing policy and receive a tax deductation for either the replacement value or cash surrender value of the policy, as well as for any premiums that you continue to pay. You may also name the Ann Arbor Symphony Orchestra as the beneficiary of your policy without giving up ownership.

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.

april, 2019

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2019sat27apr8:00 PMsat10:00 PMBEETHOVEN 9Sponsored by: A. Michael & Remedios Montalbo Young8:00 PM - 10:00 PM Hill Auditorium