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Legacy Giving: 

Beneficiary Designations

In addition to naming the SLSO in your will or trust, you can also designate the SLSO as a beneficiary or one of the beneficiaries of your retirement plan, life insurance policy, or commercial annuity. Income and estate taxes are not imposed on retirement assets left to a charity. You always have the right to change or amend the beneficiary designation.

Some of the specific instruments in which beneficiary designation apply are:

  • Qualified Retirement Plans, IRA, 401(k), 403(k), ESOP*
  • Life Insurance
  • Commercial annuities
  • Payable on Death/Transfer on Death bank accounts or other financial investments

Documenting and letting us know of your beneficiary designations helps us account for your gift in the long-term strategies for the SLSO.

Contact Us

Elaine Wichmer
Director of Individual Philanthropy Major and Planned Giving

Resources


Legacy Giving Brochure

Create your legacy through the power of music.

More Information