Legacy Giving
San Luis Obispo Master Chorale
Leave a musical legacy
Our heartfelt thanks to those of you who have helped us grow and thrive over the past 40 years! As we look ahead to the next 40 years and beyond, please consider making the San Luis Obispo Master Chorale part of your legacy giving in your estate plan. A bequest to the Chorale means living on through glorious music and gifting future generations with a truly lasting heritage. The Chorale is a 501(c)(3) organization – thus, your gift may also result in current or future tax savings for you and your family.
Ways to include the SLO Master Chorale in your estate plan
Designate a bequest of a certain dollar amount or percentage in your will or trust.
Name SLO Master Chorale as beneficiary of a retirement account.
List SLO Master Chorale as remainder beneficiary of a trust.
Use appreciated assets, such as stocks, to fund a charitable remainder trust and name SLO Master Chorale as remainder beneficiary.
Schedule annual or one-time gifts from Required Minimum Distributions (RMDs) directly from an IRA.
If you would like more information about these and other techniques, please contact katelyn@slomasterchorale.org. As always, you should consult with your financial advisor and attorney about changes to your plan.
If you have already included SLO Master Chorale in your estate plan, we would love to recognize and celebrate your gift in this anniversary year. Please let us know of your plans by filling out the information on this form.
Federal Tax ID: 47-1410061