Planned Giving
Planned giving enables individuals who may otherwise be unable to make a substantial gift to the Music Academy to provide for such a gift in their estate plans. Donors who contribute to the Academy in this way often enjoy life-income benefits, along with considerable tax savings.
The Music Academy welcomes a variety of planned-giving vehicles (a few of the more common gift structures are listed below). We are equipped to work with your tax or financial advisor or provide professional, confidential advice if you are considering making a planned gift.
Common ways to make a planned gift:
- Bequests – leave a gift to the Music Academy in your will
- Outright gifts of appreciated property (securities or real estate
- Charitable Gift Annuities (immediate and deferred)
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Retirement Assets
- Life Insurance Policies
Naming Opportunities
Depending on their level of commitment to the Music Academy, donors may have the option of creating a lasting and meaningful legacy in their family's name. Please ask us how you can support the Music Academy in perpetuity through a planned or endowment gift naming opportunity.
The Encore Society
The Encore Society recognizes and honors individuals, corporations, and foundations that have shared their intent to contribute a future or planned gift to the Music Academy, or have made an outright gift to the Academy's endowment fund. Please let us know if you have provided for the Music Academy of the West in your estate plan and would like to be included in our Encore Society. In recognition of Encore Society support, the Music Academy offers members special donor amenities, including:
- Invitations to intimate in-home recitals and premier events
- Complimentary transportation services
- Estate-planning consultation
- A year-round calendar of special events
Contact
If you would like to disclose a planned gift to the Music Academy of the West, or for more information on how to make a planned gift to the Music Academy, please contact Jonathan Bishop, Vice President for Institutional Advancement, at 805.695.7915 or jbishop@musicacademy.org.