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Osmo Vänskä /// Music Director

Meet Our Donors

Gerald WoldtA Moving Experience Orchestra Performance Brings Service Memories to Mind for Retired Veteran
Laureate Society member Gerald "Jay" Woldt served as a certified registered nurse anesthetist in the Army for 21 years, with assignments throughout the United States and abroad. In 1970–71, he administered anesthesia in Vietnam, often working for several days without a break.
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George GrimMusic Lover's Legacy Gift Hits All the Right Notes George Grim's Estate Gift Helps to Cement a Solid Future for the Orchestra
The late George Grim made an indelible imprint on the social fabric of the Twin Cities. This beloved journalist was widely recognized as a columnist,foreign correspondent, and radio and television personality.
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Dr. Marion WeltonMusic Was Always a Priority for Orchestra Devotee
Last year the Minnesota Orchestra received a generous gift from a charitable remainder trust established by Laureate Society member Dr. Marion Welton and her husband, Dr. George Welton.
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Carol and Mike MilliganMike and Carol Milligan
Laureate Society members Carol and Mike Milligan are huge fans of the Minnesota Orchestra's "Inside the Classics" series. "I really like the way Sarah Hicks and Sam Bergman weave the historical perspective into their discussions about the music," Mike says.
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Dr. Jerry ArtzSupporting and Sharing a Love of the Orchestra
"One thing an estate plan addresses is what's special in life," says Dr. Jerry Artz of the Laureate Society. "It's a pleasure and an honor to be able to give to the Minnesota Orchestra—because music unites us all, and great music well played is a cherished experience especially when shared."
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Robert PetersonCharitable Gift Annuities: A Gift That Lets You Give and Receive
If you are interested in securing the Minnesota Orchestra's future while also receiving fixed, dependable payments for life, now may be a good time to consider a charitable gift annuity.
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Laura DelavieLooking Out for the Orchestra's Future
"Even though I plan to live for a very long time,I made sure—early on—that the Orchestra would be included in my estate plans." Minnesota Orchestra Laureate Society member Laura Delavie has been a subscriber to the Orchestra for more than 15 years.
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David and Darlene LeeThe Future of the Minnesota Orchestra Is Up to the Music Lovers of Today
Laureate Society members David and Darlene Lee are not only longtime subscribers of and donors to the Minnesota Orchestra—they are also long-distance commuters to Orchestra Hall. From their home in Wausau, Wis., the Lees travel about 8 hours round-trip to experience the music they love and more.
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Kristina MordenNo Matter How Old You Are or Where You Live — The Minnesota Orchestra Can Be Part of Your Legacy
As a young violinist, Minnesota Orchestra Laureate Society member Kristina Morden met Itzhak Perlman in the Greenroom at her first Minnesota Orchestra concert.
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eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Minnesota Orchestral Association a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to the Minnesota Orchestral Association [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Minnesota Orchestra or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Minnesota Orchestra as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Minnesota Orchestra as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Minnesota Orchestra where you agree to make a gift to Minnesota Orchestra and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.