Planned (Deferred) Giving
The Pittsburgh Symphony Orchestra welcomes the opportunity to be named beneficiary of bequests and other deferred gifts. Although bequests are the most popular and easiest to structure of the estate provisions, the PSO also encourages donors to remember the Orchestra when assigning beneficiaries of charitable gift annuities, life insurance, charitable trusts, retained life estates and retirement accounts.
During the current Campaign for Excellence, an ambitious effort to raise $80 million, many deferred gifts can play a vital role in helping the PSO realize its goal. To learn more, please visit Commitment To Excellence: The Campaign for the Pittsburgh Symphony Orchestra.
Donors who have made a provision in their estate plans for the PSO and have advised the Donor Relations Office that they have done so are recognized by the Steinberg Society. A significant source of funding for the Orchestra, all realized deferred gifts are placed in the Endowment Fund, unless otherwise directed by the donor at the time of the gift.
The PSO strongly advises you to consult your personal financial advisor for information specific to your circumstances. For general information about how planned gifts can benefit the PSO while potentially reducing taxes and/or providing life income, contact the Director of Leadership and Planned Gifts Jan Fleisher at (412)392-3320 for confidential illustrations.