A donor would have a written indication in their will directing that specific assets, a percentage, or remainder of the estate, will be transferred to the Louisville Orchestra Endowment at the donor’s death (or upon the death of the surviving spouse).

A donor names the Louisville Orchestra Endowment as the beneficiary of a retirement plan or IRA. Annual gifts from an IRA may fulfill the plan’s required minimum distribution during your lifetime. IRA distributions eliminate income tax on retirement plan assets and allows a donor to leave family other assets that carry less tax liability.

A donor names the Louisville Orchestra Endowment as beneficiary of an existing policy, either fully paid or partially paid, or a new policy. A donor has the ability to make a large gift for a minimal outlay of cash. Federal income tax deductions are available.

Retain control of your assets throughout your lifetime and name the Louisville Orchestra Endowment as a beneficiary.

Through an irrevocable contribution of cash, securities, or other property, you (or a designated beneficiary) can receive tax benefits and income during your lifetime.

Make an outright gift of real estate or another tangible asset to the Louisville Orchestra.