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Share the Joy of Music for
Generations in the Future

The Lumos Circle recognizes individuals who have included Orchestra Lumos in their charitable estate plans.

Membership is offered to those who have notified the Orchestra of their intentions. Members of the Lumos Circle are recognized in the Program Book, our Annual Report, and online.

WAYS TO GIVE

Bequests and Beneficiary Designations

Naming Orchestra Lumos as a beneficiary in your will, living trust, 401k, 403b, or life insurance policy

Securities

Donate appreciated stocks, mutual funds, or bonds

IRA Charitable Rollover

If you are at least 70½ years old, you can gift up to $100,000 tax-free annually from your IRA

Real Estate or Personal Property

We accept gifts of real estate and tangible property such as artwork

Life Insurance policies

You can designate Orchestra Lumos as the beneficiary of your life insurance policies.

Charitable Remainder Trust

Through an irrevocable contribution of cash, securities, or other property, you may receive tax benefits and
income during your lifetime or for a designated beneficiary

Legacy Circle
Brochure

DOWNLOAD LEGACY CIRCLE BROCHURE

I feel grateful, but also compelled to do my part to ensure that the future of the Orchestra remains secure, for future generations of musicians and concertgoers. This is why I have decided to include gifts to Orchestra Lumos in my estate planning and have made a bequest to the Orchestra in my will.”

Caroline Stinson

Principal Cello, Orchestra Lumos

We are grateful for our current Legacy Circle Members

Carolyn and Sam Abernethy

Mr. & Mrs. John Canning

Mr. & Mrs. Thomas Field

Mr. & Mrs. Daniel Kohn

Mr. & Mrs. James Marpe

Mr. & Mrs. Alan McIntyre

Mr. & Mrs. Steven Parrish

Mr. Michael Puleo

Mr. & Mrs. Herbert Soroca

Mrs. Louise Stern

Noriko and Dale Todaro

Mrs. Judith Udell

Mrs. Kathleen Whitby

Mr. & Mrs. Robert Young

Carolyn and Sam Abernethy

Mr. & Mrs. John Canning

Mr. & Mrs. Thomas Field

Mr. & Mrs. Daniel Kohn

Mr. & Mrs. James Marpe

Mr. & Mrs. Alan McIntyre

Mr. & Mrs. Steven Parrish

Mr. Michael Puleo

Mr. & Mrs. Herbert Soroca

Mrs. Louise Stern

Noriko and Dale Todaro

Mrs. Judith Udell

Mrs. Kathleen Whitby

Mr. & Mrs. Robert Young

For more information, please contact

Lisa Rich

Director of Development
lrich@orchestralumos.org
203.325.1407 x3