Protect Your Assets
You can benefit from the tax savings that result from supporting The Cleveland Orchestra without giving up the assets that you'd like your family to receive someday with a donation in the form of a charitable lead trust.
There are two ways that charitable lead trusts make payments to the Orchestra:
A charitable lead annuity trust pays a fixed amount each year to the Orchestra and is more attractive when interest rates are low.
A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the Orchestra go up as well.
- Contact Katie Shames at 216-231-8006 or email@example.com to talk about supporting the Orchestra by setting up a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include the Orchestra in your plans, please use our legal name and federal tax ID.
Legal Name: The Musical Arts Association
Address: 11001 Euclid Ave, Cleveland, OH 44106
Federal Tax ID Number: 34-0714468
Calculate Your Benefits
Submit a few details and see how a charitable lead trust can benefit you.