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Planned Giving
Whether it’s a straightforward bequest, a charitable gift annuity or a more complex trust arrangement, planned gifts support the Cape Symphony's vital endowment fund and often provide financial benefits to the donor as well. Depending on the donor’s circumstances and objectives, benefits include tax savings, current cash payments and supplemental support for family members and friends. We are pleased to provide detailed information to guide your decision-making process upon request.

A legacy gift can be as simple as filling out a form designating the Cape Symphony as a beneficiary on your IRA or life insurance policy. It can also involve planning a gift of cash, stock or real estate.Two of the most common vehicles for making a legacy gift to the Cape Symphony are bequests and charitable gift annuities.

Bequests are gifts made through a will and given to the Symphony after death. A charitable bequest may be designated when a new will is drawn or added to an existing will through a codicil. The bequest may be a specific dollar amount, percentage of the estate, combination of the above, contingency benefit or a bequest in a trust for the benefit of the Symphony.

Those who make a bequest to the Symphony become members of the Encore Society. It is not necessary to provide estate documentation; your word is enough. However, to ensure your gift works as you intended, we appreciate knowing the details of your gift.

If you have already included the Cape Symphony in your estate plan, please notify Deborah Magee, Director of Development, at 774.470.2282 ext. 101, or by email at dmagee@capesymphony.org.

A Charitable Gift Annuity is a transfer of money or property to the Symphony in return for which the donor or other designated annuitant(s) receives a fixed income for life. Upon the death of the annuitant(s), the Symphony receives the assets.

For more information about bequests, charitable gift annuities and other opportunities for participating in the Planned Giving program, contact Deborah Magee, Director of Development, at 774.470.2282, ext. 101 or dmagee@capesymphony.org.

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.


 

 

 

 

 

 

Planned Giving

Whether it’s a straightforward bequest, a charitable gift annuity or a more complex trust arrangement, planned gifts support the CCSO’s vital endowment fund and often provide financial benefits to the donor as well. Depending on the donor’s circumstances and objectives, benefits include tax savings, current cash payments and supplemental support for family members and friends. We are pleased to provide detailed information to guide your decision making process upon request.

A legacy gift can be as simple as filling out a form designating the CCSO as a beneficiary on your IRA or life insurance policy. It can also involve planning a gift of cash, stock or real estate.Two of the most common vehicles for making a legacy gift to the CCSO are bequests and charitable gift annuities.


Bequest
- a gift made through a will and given to the CCSO after death. A charitable bequest may be designated when a new will is drawn or added to an existing will through a codicil. The bequest may be a specific dollar amount, percentage of the estate, combination of the above, contingency benefit or a bequest in a trust for the benefit of the CCSO. 

Those who make a bequest to the CCSO become members of the Encore Society. It is not necessary to provide estate documentation; your word is enough. However, to ensure your gift works as you intended, we appreciate knowing the details of your gift.

If you have already included the CCSO in your estate plan, please notify Deborah Magee, Director of Development, at 774.470.2282 ext. 101, or by email at dmagee@capesymphony.org.


Charitable Gift Annuity
- a transfer of money or property to the CCSO in return for which the donor or other designated annuitant(s) receives a fixed income for life. Upon the death of the annuitant(s), the CCSO receives the assets.

For more information about bequests, charitable gift annuities and other opportunities for participating in the Planned Giving program, contact Deborah Magee, Director of Development, at 774.470.2282, ext. 101 or dmagee@capesymphony.org.

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 CCSO and become a member of the Encore Society.

 
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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