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Planned Giving

Creating Extraordinary Opportunities to Preserve our Future
Planned Giving is an easy way to make a lasting contribution to Cape Arts & Entertainment (CA&E) - composed of the Cape Symphony and Cape Conservatory. Planned gifts play a crucial role in sustaining the high level of artistry and innovative programming of the the Symphony, expanding music and arts education programs at the Conservatory, and enriching and shaping the culture of our Cape Community.

Popular Ways to Give Include:
Bequests and Wills: By including a bequest to CA&E in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to a federal estate tax charitable deduction.

Following is some sample language to use if you intend to designate your bequest to CA&E's general purpose:

"I give and devise (dollar amount), without reduction for any tax occasioned by my death, to Cape Arts & Entertainment, a Massachusetts charitable corporation located in Hyannis, Massachusetts, Tax Identification Number 04-6297436, to be used or disposed of as Cape Arts & Entertainment in its sole discretion deems appropriate."

You may also designate your gift to a specific program or purpose, however, we recommend you discuss your intentions with us first to be sure your gift can be accommodated.

Beneficiary Designations: You may also name CA&E as a beneficiary to receive assets such as retirement plans and life insurance policies after you are gone. You simply fill out a form that is entirely separate from your will, which makes this approach an easy way to give. Not only is it an easy way to give, but it's also flexible. You aren't locked into the choices you make today. You can review and adjust beneficiary designations any time you wish.

Charitable Trusts:
If you have built up a sizeable estate, you may want to check out the advantages of setting up a charitable trust. There are several types of trust - the options allow you to tailor your gift to meet your personal, charitable and financial goals. The charitable remainder annuity trust and charitable remainder unitrust let you or other named individuals receive income each year for life, or a term of years, from assets you give to the trust. After the life of the named individuals or the set period of years, the balance in the trust goes to the charities of your choice.

The charitable lead trust can make payments in one of two ways. A charitable lead annuity trust pays a fixed amount each year to our organization and is more attractive when interest rates are low. A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust.

Real Estate: Consider giving CA&E real estate, which will also benefit you. When you give us appreciated property you have held longer than one year, you get a federal income tax charitable deduction. You avoid paying capital gains tax and you no longer have to deal with that property's maintenance costs, propety taxes or insurance.

Charitable Gift Annuities: In exchange for a gift, Cape Arts & Entertainment agrees by contract to pay a fixed amount each year to one or two beneficiaries (the annuitants) for life. The amount of the annuity payment will depend on the ages of the annuitants and the value of the assets donated. If you are interested in an annuity, contact our office for information about minimum gift amounts.

Those who make a bequest to Cape Arts & Entertainment become members of the Encore Society. It is not necessary to provide estate documentation, however, to ensure your gift works as you intended, we appreciate knowing the details of your gift.

If you would like additional information or have already included the Cape Symphony, Cape Conservatory, or Cape Arts & Entertainment in your estate plan, please contact us at 774-470-2282, ext. 101 or email

Tax Identification Number: 04-6297436

Note: Donors should always consult with a tax attorney and/or tax advisor for legal and
tax advice before changing or implementing any financial or estate planning strategy.

Cape Symphony
Encore Society

Make a planned gift to the Cape Symphony and become a member of the Encore Society.

For More Information
Eric R. Steinhilber
Development Manager
774.470.2282, Ext. 101

Cape Symphony
1060 Falmouth Road | Suite A
Hyannis, MA 02601
Administrative Offices: 774.470.2282
Box Office: 508.362.1111
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Cape Symphony holds all its performances at the Barnstable Performing Arts Center in Hyannis, Massachusetts on Cape Cod.
Hyannis is centrally located, near the following towns and villages: Barnstable, Bourne, Brewster, Buzzards Bay, Centerville, Chatham, Cotuit, Craigville, Dennis, Eastham, Falmouth,
Harwich, Harwich Port, Hyannis, Hyannisport, Marstons Mills, Mashpee, Orleans, Osterville, Provincetown, Sandwich, Truro, Wellfleet, Woods Hole, Yarmouth, and Yarmouthport.
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