Gift & Estate Planning

Amadeus Society

The Amadeus Society is LPO’s planned giving society formed to recognize the generosity and vision of individuals whose thoughtful estate planning will ensure that the LPO continues to provide the best orchestral music to our audiences and the highest quality education programs to students, families, and teachers throughout the region for years to come. Join those who have ensured the future of the LPO for generations to come. Please consider including a bequest to the LPO in your estate plans.

The LPO would like to thank the following individuals for the generosity, vision, and thoughtful planning that will help to ensure that the LPO continues to provide the best orchestral music to our audiences throughout the region for years to come.

Mr. John S. Batson

Mrs. Adelaide Wisdom Benjamin

Larry Blake

Drs. Andrea S. and Archie W. Brown

Mr. and Mrs. J. Scott Chotin

Ms. Nancy L. Claypool

George Dansker

Dr. Jane Eyrich

Dr. Phillip F. Fuselier

Larry and Joanne Gay

Robert and Valborg Gross

Dr. and Mrs. Stephen W. Hales

Dr. Edward D. Levy, Jr.

Hugh W. Long and Susan L. Krinsky

Ellen and Stephen Manshel

Drs. R. Ranney and Emel Songu Mize

Ms. Babs Mollere

Peter Rogers

Ms. Courtney-Anne Sarpy

Lillian Eyrich and Rosemary Vines

Ms. Lizbeth A. Turner

The LPO Musicians, Trustees, and Staff would like to also gratefully acknowledge bequests received from those who have supported the future of the LPO in their estate gifts:

Betty Weston Atkinson

Benjamin S. Brupbacher, Jr. and Lois Weil Brupbacher Family Foundation

Olga Ravitsh Braunstein

Harold H. Burns

Abby Ray Catledge

Robert R. Casey

Carol Haik Eyrich

Darwin Schriever Fenner

Betty A Fishman and Raymond S Fishman

Norma Eyrich Gross

Peter and Doris Hansen

Byrde Berenson Haspel

Karl Heinz Hasselbach

Robert Z. Hirsch

Rosemarie Jernigan

Mr. and Mrs. C. Palmer Jones

Virginia D. Kock

Louise L. Levy

Elizabeth E. MacConnell

Berthe Mangin

John A. Marque

Suzanne Motion

Leroy R. Nolan

Dr. Guillermo Náñez-Falcón

Felicien Gus Perrin

Francoise Billion Richardson

Carolyn J. Ross

Rachel Sainton

Edward Schlotter

Katherine E. Siebel

Dorothy Beckemeyer Skau

Lynette Askin Stilwell

Doris Zemurray Stone

Kathleen Moore Vick

Lorraine Halse Vines

Hugo Wedemeyer

Nellie H. Weekley

Rosetta and Harold Weil

Mr. Clarence D. Wolbrette

Jerry Zachary

Plan for Your Future and Ours

The Louisiana Philharmonic Orchestra offers a variety of gift options that fulfill your personal and financial goals while furthering the LPO’s mission. When you include a gift in your estate plan, you are enabling the LPO to perform at the highest level of artistic excellence and continue to expand our robust education and community engagement programming.

What is planned giving?

Planned giving is a way to make a gift to your charity of choice through thoughtful estate planning. A planned gift as part of an overall estate plan takes your needs as well as the needs of your loved ones into consideration, while helping support a cause or a charity that is personally meaningful to you.

How can I make a planned gift to LPO? What is planned giving?

The most common way of making a planned gift is by designating LPO as a beneficiary in your will. Through a gift in your will, you can support the LPO with a specific amount of money or a percentage of your total estate. This type of gift allows you the flexibility to change your mind at anytime and your estate will benefit from a federal estate tax charitable deduction for the amount of the gift.Other options are designating the LPO as a beneficiary of your retirement plan or life insurance policy. There are also other, more complex ways of setting up a planned gift. Your attorney or financial planner may have suggestions that are best suited to your unique needs.

How do I benefit from a planned gift?

A planned gift may enable you to make a much more significant gift than you may have thought possible. It can create opportunities to support the LPO in a very impactful way.

A planned gift can also create potential savings on capital gains taxes or estate taxes, lessening the financial burden on your family and loved ones. For instance, a planned gift can reduce your estate tax liability. The assets that you transfer to LPO remain outside of your taxable estate.

How does LPO benefit from a planned gift?

Your gift can make a significant impact on LPO now and/or in the future. You also have the option to direct your gift to support a specific area of the LPO. The LPO Development staff can assist you with the designation, and provide suggested language for your will or codicil to identify for the area(s) you would like to support.

Why do I need a will?

Creating a detailed will is critical to ensuring that your estate will continue to yield benefits to your family and to the organizations that are important to you in line with your wishes.

How do I name the LPO in my will?

To name the LPO in your will, you can include the following language:
I give (___ dollars/ __ percentage or all of the residue of my estate) to the Louisiana Philharmonic Orchestra, a 501(c) 3 nonprofit organization, for the benefit of __________ (name of designation).

How do I name LPO as a beneficiary in my retirement plan or life insurance policy?

Leaving your retirement plan or IRA (or a portion of it) to LPO is a tax-wise gift. Naming LPO as the recipient of your retirement plan after your lifetime (or at the death of the survivor of you and your spouse) avoids all estate and income taxes on the plan assets. Similar benefits can apply when designating LPO as the beneficiary of your life insurance policy.

To make this gift, you simply notify your plan or policy administrator of your wish to change the beneficiary. A “change of beneficiary” form may be required, and your spouse may need to sign consent to the change of designation.

If your spouse and children are currently the beneficiaries of your retirement plan or life insurance policy, you can continue to keep them as beneficiaries, and also include LPO as the beneficiary of a portion of your plan or policy. Upon your death, the plan administrator can “cash out” LPO’s share without affecting your family’s portion, so that LPO, and your heirs, benefit from your financial planning and your generosity

Tax Information

The tax ID to identify the LPO as a designated beneficiary is: 72-1189023.

Support the LPO

Gift & Estate Planning

Amadeus Society

Plan for Your Future and Ours

A planned gift can also create potential savings on capital gains taxes or estate taxes, lessening the financial burden on your family and loved ones. For instance, a planned gift can reduce your estate tax liability. The assets that you transfer to LPO remain outside of your taxable estate.

Tax Information