Let the joy of orchestral music be a part of your legacy.
Planned giving is a meaningful way to share orchestral music with the entire community long into the future. Planned giving may include a bequest in your will, gift of life insurance, or an annuity. This gift may also provide tax benefits to you. To learn more about planning giving strategies available to you, contact Gerry Custeau at 905-526-1677 x221.
Remember the HPO in your Will
An undesignated bequest allows the HPO to direct your support to the area of greatest need. Restricted bequests may only be used for the purpose stated by the donor.
If you wish to create a bequest or have a legal professional drafting your will, contact us to ensure that the correct bequest language is used and to ensure that the HPO can use the bequest for the stated purpose.
Sample Undesignated Bequest Language
For a bequest of cash, possible language is:
“I give to The Hamilton Philharmonic Orchestra (2000) Inc., 10 MacNab Street South, Hamilton, ON L8P 4Y3 (the sum of amount …) or (… percent of the residue of my Estate).”
For a bequest of securities, possible language is:
“I direct my Trustees to transfer [all or number] of my shares in the capital stock of [public company name] (hereinafter referred to as the “Corporation”) to The Hamilton Philharmonic Orchestra (2000) Inc., 10 MacNab Street South, Hamilton, ON L8P 4Y3.”
Gifts of Securities or Stocks
A donation of securities or stocks to a registered charity like the HPO may offer tax advantages to you. Please contact Executive Director Kim Varian at firstname.lastname@example.org or 905-526-1677 x227 before you request to transfer stock.