Bequests

The Adelaide Symphony Orchestra considers it an enormous privilege to be recognised with a gift in your will, enabling future generations to experience live orchestral music.

At certain times in each of our lives, we all need make important decisions relating to our financial affairs. Writing your Will is essential for your loved ones to carry out your final wishes.

Leaving a bequest will ensure that your love of music lives on. It is an enduring way to celebrate the role music has played in your life and will provide significant financial support for the ASO, ensuring that South Australia retains a world class orchestra.

The best way to arrange leaving a gift to Adelaide Symphony Orchestra is to discuss your wishes with your family first and speak with a solicitor to either create or update your Will. A solicitor can ensure that your estate is distributed in a way that meets your wishes.

As a guide, the most common types of gifts include:

• A residual gift:  The remainder of your Estate after your loved ones have been cared for
• A percentage gift:  A percentage of either the residue or the entire estate
• A pecuniary gift:  A specific sum of money
• An asset gift:  Real estate, shares, bonds or other particular items of value.

Our Suggested Wording for your Will

We recommend that you discuss your wishes with your family first and seek legal advice when making a Will. The following wording may be used in consultation with your lawyer.

Residual gift

“I give the residue of my Estate to Adelaide Symphony Orchestra Pty Ltd Appeal Fund to be used for its general purposes, free of all duties and taxes including, if any Capital Gains Tax (CGT), and declare that the receipt from the Managing Director or other authorised officer will be sufficient discharge of my executor’s duty.”

Percentage Gift

“I give ________% of my Estate or ________% of the residue of my Estate to Adelaide Symphony Orchestra Pty Ltd Appeal Fund to be used for its general purposes, free of all duties and taxes including, if any Capital Gains Tax (CGT), and declare that the receipt from the Managing Director or other authorised officer will be sufficient discharge of my executor’s duty.”

Pecuniary Gift

“I give $_________ to Adelaide Symphony Orchestra Pty Ltd Appeal Fund to be used for its general purposes, free of all duties and taxes including, if any Capital Gains Tax (CGT), and declare that the receipt from the Managing Director or other authorised officer will be sufficient discharge of my executor’s duty.”

Asset Gift

“I give my (specified items) to Adelaide Symphony Orchestra Pty Ltd Appeal Fund to be used for its general purposes, free of all duties and taxes including, if any Capital Gains Tax (CGT), and declare that the receipt from the Managing Director or other authorised officer will be sufficient discharge of my executor’s duty.”

The Grainger Circle

If you notify us of your intention to leave a gift to the ASO in your will, you will be invited to join our Grainger Circle program – a group of loyal advocates who meet several times a year for exclusive events with ASO musicians.