Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations are fulfilled.

How it works:

1. Include a gift to the La Crosse Symphony Orchestra in your will or trust.
2. Make your bequest unrestricted or direct it to a specific purpose.
3. Indicate a specific amount or a percentage of the balance remaining in your estate or trust.

Benefits:

1. Your assets remain in your control during your lifetime.
2. You can modify your gift to address changing circumstances.
3. You can direct your gift to a particular purpose (confirm this gift can be used as intended).
4. Under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests.

Sample Gift Language (PDF)

Sample Codicil (Word Document)

The two most common gifts that you might consider:

• Bequest: Make a gift by including a provision in your will or trust. You may designate a fixed dollar amount, a specific asset, or a percentage of your estate.
  • Use the following language to provide a bequest through your will or trust to the La Crosse Symphony Orchestra. 
  • Already have a will in place? A codicil is an easy way to add a bequest. Find sample language here (DOC).
• Retirement Account: This is often the most heavily taxed asset in an estate, as it is subject to both income and estate taxes. Choosing this as your gift may leave your less tax-burdened assets to your loved ones.

Many other giving opportunities, such as gifts of life income, life insurance, etc., exist.

You should consult your qualified professional advisors on how a gift to the La Crosse Symphony Orchestra fits into your overall philanthropic goals.

For full details on options:

https://www.lacrossesymphony.org/contribute/legacy/choose-your-gift/

• You help perpetuate the LSO's 127-year history and ensure we can continue to support regional professional musicians, excellence in symphonic performance, and musical education for youth throughout our community for years to come.
• Inclusion in LSO's Legacy Society where you will be invited to attend a VIP event each concert season and be recognized on the Legacy page of the LSO program book. 
• Let us know if you have LSO included in your legacy plans and you automatically become a member of the Legacy Society!
• You can opt to remain anonymous.