Gifts by WIll or Trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit the LA Phil.
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Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding the LA Phil's future.
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Stocks & Bonds

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting the LA Phil.

Life Income Gifts

Learn about the gifts that allow you to give to the LA Phil while generating income for yourself and your family.

Donor-Advised Fund

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.
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The IRA Gift (QCD)

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to the LA Phil.
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Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
POD/TOD Accounts

POD/TOD accounts

Naming the LA Phil as a payable-on-death (POD) or transfer-on-death (TOD) beneficiary of a financial account is one of the simplest ways you can make a lasting gift.
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Real Estate

A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to the LA Phil.
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Personal Property

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support the LA Phil.
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Charitable Lead Trust

Make a substantial gift to the LA Phil in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.