GIFTS OF STOCK
Transfer of securities or mutual funds, including tax advantaged gifts of appreciated
stock, may be made by instruction to your bank or broker for transfer to TFO through
our broker of record. For brokerage instructions please contact: sweymouth@
LEGACY GIVING
Thoughtful planning can help create a lasting impact that aligns with your goals during
and after your lifetime.
BENEFICIARY DESIGNATION
IRA, retirement plan, insurance policies and other instruments in your estate planning.
WILLS AND TRUSTS
A way to leave a gift to The Florida Orchestra. An outright bequest to TFO may be
fully tax deductible for estate tax purposes. Consult your lawyer and/or tax advisor as
individual circumstances may vary.
We are here to answer questions and help with your philanthropic giving.
727.362.5430
727.362.5423
Contributions are tax-deductible to the extent allowed by law. REGISTRATION DOES NOT IMPLY ENDORSEMENT,
APPROVAL, OR RECOMMENDATION BY THE STATE.A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL
INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING (800) 435-7352 WITHIN
THE STATE
THE FLORIDA ORCHESTRA | 2021-2022
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