End-of-Year Giving Instructions

2018 End-of-Year Giving Instructions
Thank you for considering a gift to the Boston Symphony, Boston Pops, or Tanglewood as part of your contributions.
Depending on the type of gift and the method of its delivery, the due date to count toward the BSO's 2018 fiscal year will differ. For specific information, please see the information below regarding your intended contribution.

CREDIT CARD GIFTS ONLINE
To make a credit card gift online, visit www.bso.org/contribute. All credit card gifts must be submitted by 11:59pm on August 31, 2018 to count toward the BSO's 2018 fiscal year. Online credit card gifts are processed at the time that the gift is submitted.

CREDIT CARD GIFTS BY PHONE
To make a credit card gift by phone, please call the Friends Office at 617-638-9276. The Friends Office will be open Monday through Friday, 9 am to 5 pm during the month of August.

Credit card gifts made over the phone must be processed by 4pm on Friday, August 31 to count toward the BSO's 2018 fiscal year. Otherwise, you can make your credit card gift online through 11:59pm.

GIFTS BY CHECK
You may make a gift by sending a check made out to Boston Symphony Orchestra to:
Boston Symphony Orchestra
Attention: Heather Laplante
Symphony Hall
301 Massachusetts Avenue
Boston, MA 02115

All gifts by check must be postmarked by August 31 to count toward the BSO's 2018 fiscal year.

GIFTS OF SECURITIES
For instructions on donating gifts of securities, please contact Kathleen Donahue, Controller, at 617-638-9215 or kdonahue@bso.org (email is preferred method of communication).

Please be prepared to provide the following information:
Full name of the Donor(s)
Name of the stock to be gifted
Number of shares
Designation of gift
Broker's name, company, and contact number

All gifts of securities must be received by the BSO by Friday, August 31, 2018 to count toward the BSO's 2018 fiscal year.

CASH GIFTS BY ELECTRONIC TRANSFER
For electronic transfer gifts of cash, please contact Jim P. Daley, Accounting Manager, at 617-638-9221 or jpdaley@bso.org (email is preferred method of communication) for instructions.

All gifts of cash by electronic transfer must be received by the BSO by Friday, August 31, 2018 to count toward the BSO's 2018 fiscal year.

IRA ROLLOVER
Are you looking for a tax-effective way to make a gift to the BSO? A charitable gift rollover from your Individual retirement account (IRA) may be your best option.

The IRA Charitable Rollover Act permits people age 70½ or older to make tax-free gifts of up to $100,000 directly from their IRAs to nonprofit organizations like the BSO. If you make your gift by August 31, 2018, you can count the gift as part of your minimum distribution for 2018, and as part of the BSO's 2018 fiscal year.

For more detailed information, including a sample letter to your IRA administrator, click here.

If you are interested in making a gift to the Boston Symphony Orchestra from your IRA, please contact:

Heather Laplante
Assistant Director of Development Information Systems
hlaplante@bso.org
617-638-9205

or

Mark Paskind
Assistant Manager of Planned Giving
mpaskind@bso.org
617-638-9262