PLANNED GIVING A planned gift to the BSO provides significant tax benefits as well as providing a meaningful and lasting gift to the symphony. A planned gift will place you into an elite group of BSO patrons, BSO Legacy Society.
Are you aware that an IRA can be heavily taxed when given to family members? But as a 501(c)(3) not for profit, the BSO is tax-exempt and we can use 100% of an IRA contribution.
The information provided here is not intended to serve as tax or legal advice. Please consult your tax advisor or attorney. References to estate and income taxes include federal taxes only. State income and estate tax or state law can potentially impact your gifts.