The Isaac Stern Society, bearing the name of the renowned violinist who led the fight to save Carnegie Hall from demolition in 1960, recognizes those music lovers who have chosen to include the Hall in their long-range financial plans. We’re happy to work with you and your advisers to develop a plan that meets your philanthropic and financial objectives. Plans can include the following:
- bequests or gifts made in a will or living trust
- retirement accounts, such as an IRA, a 401(k), or other tax-deferred account
- life income gifts, which can increase your income, give you an income-tax charitable deduction for a portion of your gift, eliminate capital-gains taxes if you make your gift with appreciated securities, and also reduce estate taxes
- charitable lead trusts, with which income is paid to Carnegie Hall during the term of the trust, after which the assets are transferred back to you or to your heirs
- real estate, either as an outright gift or as a personal residence with retained life estate so that you or your spouse can continue to use the home throughout your lifetimes
- life insurance, with which you can make a gift of the policy to Carnegie Hall
- tangible personal property, such as musical instruments, antiques, or works of art
To learn more about the Isaac Stern Society and our other planned giving programs, please contact us.