Chicago Symphony Orchestra - Planned Giving

Compare Gift Plans

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

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Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to the CSO.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to the CSO.

Gifts of Real Estate
Make a substantial gift to the CSO through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Personal Property
Donate fine musical instruments, artwork or books and secure an income tax deduction.

Gifts of Business Interests
Give the CSO an interest in a closely-held or family business.

Gifts of Partnership Interests
Support the CSO by transfering interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Estate Gifts

Gifts by Will or Living Trust
Give to the Chicago Symphony Orchestra without effecting your cashflow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to the CSO than to your heirs.

Gifts of Life Insurance
Create a significant endowment for the CSO without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (recommended for younger donors)

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation and our needs.

Retained Life Estates
Give the CSO your house and continue to live there rent-free.

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

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