A planned gift is a donation to a charity or nonprofit organization that is arranged in the present but will be realized in the future. Fulfillment of the gift often happens after the donor's passing. Planned gifts can be structured through a donor's will, trust, retirement plan, or life insurance.  

You can make a bequest in your will or trust, designate the Albany Symphony as a beneficiary of your retirement or life insurance plan, or make a gift of stock or appreciated securities.  

To make a bequest, you can incorporate the suggested language below in your will or trust and consult with your estate-planning attorney or financial advisor. 

For a specific bequest: “I hereby give and bequeath $___ from my estate to the Albany Symphony Orchestra, a New York not-for-profit organization, Albany, New York, for its general purposes.  

For a remainder gift: “I hereby give and bequeath all (or ___%) of the rest, residue, and remainder of my estate to the Albany Symphony Orchestra, a New York not-for-profit organization, Albany, New York, for its general purposes.  

For a gift of stock: “I hereby give and bequeath [number of shares or percentage] of my ownership interest in [stock name or company] to the Albany Symphony Orchestra, a New York not-for-profit organization, Albany, New York, for its general purposes.

To name the Albany Symphony a beneficiary of your retirement or life insurance plan, simply name the Albany Symphony Orchestra as a primary or secondary beneficiary on the plan or policy’s beneficiary designation form.   

A planned gift can reduce estate taxes, lessening the tax burden for your loved ones. Additionally, many planned gifts are simple and flexible, and allow you to support the Albany Symphony without affecting your current finances.  

By making a planned gift, you leave a lasting mark on the Albany Symphony programs you care about. Planned gifts support the organization's long-term stability and allow the Albany Symphony to plan confidently for the future.   

The Encore Society is a group of passionate supporters who have made a planned gift to the Albany Symphony. Encore Society members leave an enduring legacy that provides stability in Albany Symphony programs. Members are celebrated through an annual Encore Society luncheon and recognition on the Albany Symphony website, in the annual report, and in program books. (If you wish to remain anonymous, please let us know.)

If you have included the Albany Symphony in your estate plans, notify us by contacting Paroma Lahiri, Senior Development Manager, at paromal@albanysymphony.com or (518) 465-4755 ext. 145 

Legal Name: Albany Symphony Orchestra, Inc. 

Address: 19 Clinton Ave, Albany, NY 12207 

Tax ID Number (EIN): 14-6013010 

Reach out to Paroma Lahiri, Senior Development Manager, at paromal@albanysymphony.com or (518) 465-4755 ext. 145