Leave a Musical Legacy

Throughout the Charlotte Symphony’s history, thoughtful individuals have helped us preserve our artistic vitality and enhance our financial stability through bequests and planned gifts to the Orchestra. You too can ensure the Symphony’s lasting excellence through careful estate planning. We hope that, after you have provided for your family, you will consider making a bequest of a planned gift to the Charlotte Symphony.

The following wording is suggested as appropriate for an unrestricted bequest:

I give the sum of $____________ (or _____% of my residuary estate) to the Charlotte Symphony, located in Charlotte, North Carolina, to be used for the benefit of the Charlotte Symphony as determined by its Board of Directors.

The following wording is suggested as appropriate for a restricted bequest:

I give the sum of $____________ (or _____% of my residuary estate) to the Charlotte Symphony, located in Charlotte, North Carolina, to be used for the purpose of ________________________________.

To make a planned gift, such as a Charitable Remainder or Lead Trust, a gift of appreciated assets, real estate, a life insurance policy, retirement assets or an endowed gift, please contact:

Mike Warner
mikew@charlottesymphony.org
704-972-2003, ext. 5104
Charlotte Symphony
Two Wachovia Center
301 South Tryon Street
Charlotte, NC 28282

or

Chris McLeod, J.D.
The Greater Charlotte Cultural Trust
Foundation for the Carolinas
217 South Tryon Street
Charlotte, NC 28282
(704) 973-4521

If you have already made a planned gift to the Symphony, please let us know. If you wish to remain anonymous, we will respect your request.

A bequest or planned gift to benefit the Charlotte Symphony provides a lasting gift to the children, audiences and musicians of tomorrow.