Plan Your Gift

Planning is
everything.

Plan Your Gift

This page provides information that may be helpful in the process of planning a future gift to the Madison Symphony Orchestra.

Legal Name and Address
Madison Symphony Orchestra Inc.
222 W. Washington Ave. Ste. 460
Madison, WI 53703

Federal Tax ID
39-0839707
Madison Symphony Orchestra Inc. is a 501(c)(3) nonprofit organization.

Sample Bequest Language
I hereby give, devise, and bequeath to the Madison Symphony Orchestra Inc., [the sum of $_____] OR [_____ percent (%) of the rest, residue and remainder of my estate] to be used to support the MSO’s endowment at the time the gift is received.

While bequests are the most common type of planned gift, other possible types of planned gifts include, but are not limited to:

  • Beneficiary designation in your retirement account
  • Charitable gift annuity
  • Life insurance
  • Real estate

We recommend you consult with your attorney or tax advisor about the tax benefits associated with various planned giving instruments, and restrictions that may apply to your specific situation.

Contact
Casey Oelkers, Director of Development, (608) 257-3734, coelkers@madisonsymphony.org.