Encore Society

Encore society web header

Help keep the music playing with an encore.

The artists, programs, and performances you love today exist because of the vision of concertgoers who chose to invest in the future of the Symphony, even beyond their lifetime. A planned gift is your opportunity to become part of that enduring legacy.

Members of the Encore Society have made provisions for the Charlotte Symphony in their estate plans, ensuring that the music plays on for their loved ones and generations of audiences to come. By informing us of their plans, members inspire others to leave their own legacy, help us plan confidently for our future, and allow us the privilege of recognizing their commitment during their lifetime.

Joining is simple: let us know that you've included the Symphony in your plans, and you will be welcomed as a member of the Encore Society.
"Live orchestral music has been a constant thread throughout my life. As a child, it was an important part of my education and personal development. As an adult...I have come to believe that live music is not just a luxury, but an essential component of a vibrant and healthy community. So, by including the Charlotte Symphony in my estate plan, I hope to play a part in ensuring that future generations have access to the live orchestral music that has meant so much to me."
~ Dr. Richard Krumdieck, Chair of the Board

Member Benefits

Encore Society members receive:
  • Public recognition in Symphony publications and programs (if desired)
  • Invitations to an exclusive annual Encore Society event
  • Special "donors only" access to orchestra rehearsals

Ways to Give

A planned gift can take many forms. Common options include:
  • Bequest -- Name the Charlotte Symphony in your will or living trust
    • A bequest is a gift of money or property to an individual or organization under the terms of a will.
  • Beneficiary designation -- List the Symphony as a beneficiary of your retirement plan, IRA, or life insurance policy
    • A beneficiary designation is a person or entity named in a will or trust instrument to receive distributions of income or property. It also applies to a person or entity named as the recipient of a life insurance policy of retirement plan benefits.
  • Charitable remainder trust -- Receive income during your lifetime while supporting the Symphony's future
    • A charitable remainder trust is a type of charitable trust that pays a fixed percentage of the trust's initial value each year to the donor or a beneficiary named by the donor. The trust ends when the donor passes away, at which point any remaining assets go to the named charity.
  • Charitable lead trust -- Provide support to the Symphony now, with remaining assets passing to your heirs
    • A charitable lead trust is an irrevocable trust that pays income to a charity or charities for a set period of time. At the end of that time, the remaining assets are distributed to the donor or other beneficiaries.
We recommend speaking with your financial or estate planning advisor to determine which option best fits your goals and your family's needs.

Ready to talk?

We'd love to hear from you -- whether you've already made plans or you're just starting to explore the idea. There's no obligation, and every conversation is confidential. Please reach out to Richard Riedl, Associate Vice President of Development, at rriedl@charlottesymphopny.org or 704.714.5139, or click the button below to fill out a bequest intention form.
 
Bequest Intention Form

Legal Information

When making a legacy gift to the Charlotte Symphony, please use the following:

Charlotte Symphony Orchestra Society
129 W Trade Street, Suite 600
Charlotte, NC 28202

EIN: 56-6011568