Ways to Give
Great for recurring or one-time gifts via credit card or bank transfer.
Send checks payable to:
Eugene Symphony
115 West 8th Avenue, Suite 115
Eugene OR, 97401
Give stock or mutual funds.
Give us a call and place your donation with one of our development staff.
Questions? Contact:
Gretchen Farrar
Development Director
541-687-9487 x1104
Potentially Advantageous
Year-End Giving Ideas
1. Make an Immediate Difference
A cash gift—by check or online—helps the Eugene Symphony deliver performances, education, and engagement programs for our community. Your gift may qualify for a federal income tax charitable deduction.
Important note: If mailing a check, be sure it is postmarked by the U.S. Postal Service on or before Dec. 31 for it to count in this tax year. Please consult your tax advisor for your specific situation.
2. Give Appreciated Stock
Donating publicly traded stock you’ve owned for more than one year can provide a double benefit: you may receive a charitable deduction for the fair market value and avoid capital gains tax on the appreciation.
Important note: For stock gifts made by electronic transfer, the effective gift date is the day the stock reaches the Eugene Symphony’s account—not the day you instruct your broker.
3. Recommend a Grant from Your Donor-Advised Fund (DAF)
If you have a DAF, you can recommend a grant (or recurring grants) to the Eugene Symphony.
Important note: You already received the tax deduction when you funded your DAF; your grant recommendation is how you put those charitable dollars to work for music in Greater Eugene. If you could let the Development team know to expect your gift and amount, we'll know to credit you right away for your gift.
4. Make a Gift from Your IRA (Qualified Charitable Distribution)
If you are 70½ or older, or have inherited an IRA, you can direct up to $108,000 from your IRA straight to the Eugene Symphony. You won’t pay income tax on the transfer, and it can count toward your required minimum distribution (RMD).
Important note: Your IRA administrator must transfer the funds by Dec. 31 (or, if you write a check from your IRA, it must clear by Dec. 31) for it to count this year.
Updating your will, trust, IRA, bank, or securities beneficiaries?
Now is the time to consider ways to support your Symphony that would benefit your estate. It might be something as simple as making the Symphony a percentage beneficiary.
Every donor is unique, so check with your advisor to determine how best to make a gift to Eugene Symphony.
Instructions for Gifts of Stock or Mutual Funds
Donating stock or other securities takes just two easy steps. Please keep in mind that your gift of stock or mutual funds must be received by the Symphony’s broker by December 31 to count as a tax deduction in a particular calendar year.
Please contact us at 541.687.9487 if you have any questions or need additional information.
1.
Please tell your broker to direct your gift to:
Ferguson Wellman Capital Management
888 SW Fifth Avenue, Suite 1200
Portland, OR 97204
Account Information:
Charles Schwab
DTC # 0164
Account # 8009-0782
Eugene Symphony Association, Inc.
Tax ID # 93-0556298
Please note that this information should not be interpreted as legal or tax advice. Please contact your accountant, attorney, or tax advisor for assistance regarding stock gifts you may be considering making to the Eugene Symphony Association, Inc.
2.
Let us know you donated stock so we can confirm receipt and thank you for your donation. Use this form or the mailing instructions below.
Or mail the information requested in the form to:
Eugene Symphony
c/o Jennifer Clark, Finance Director
Eugene Symphony Association, Inc.
115 West 8th Avenue, Suite 115
Eugene, OR 97401