SymphonyFoundation_Brochure 2025

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an exquisite legacy SOCIETY FOUNDATION

The Helena Symphony Society Foundation secures and maintains an endowment to support the future growth and financial security of the Helena Symphony Orchestra & Chorale. The Helena Symphony Society Foundation undertakes the task of raising a robust endowment invested for producing annual income for the Helena Symphony.

Helena Symphony Society Foundation Giving to the

Support from the Helena Symphony Society Foundation is instrumental to the financial sustainability and continued artistic growth of the Helena Symphony. Each year funds from the Helena Symphony Society Foundation support essential production expenses that allow the Helena Symphony to expand outreach, education, and artistic excellence.

Gifts made to the Helena Symphony Foundation endowment last in perpetuity. Your gift will continue to support the impact and work of the Helena Symphony for decades after you donate.

Donors may qualify their gifts for the Montana Endowment Tax Credit. Visit our website for more information!

A variety of charitable gifts may qualify for income tax deductions.

Properly structured endowment gifts may cost the donors as little as 10% of the total gift.

Tax rules can be complex, the Helena Symphony Society Foundation can provide further guidance for donors. Please call 406.443.1040 for further information or visit our website at: HelenaSymphony.org/Helena-Symphony-Foundation

Endowment Giving

Over the last 10 years, the Foundation has provided over $155,000 in financial support to the Helena Symphony. Through the work of the Helena Symphony Society Foundation over the last 25 years the Helena Symphony maintains an endowment through which the principal does not diminish. An endowment gift to the Helena Symphony Society Foundation is a legacy that will ensure the Helena Symphony thrives for decades to come.

Endowment gifts can include naming the Helena Symphony Society Foundation as a beneficiary in your will, a traditional or IRA donation, real estate, or other form of planned gift. To arrange a planned gift in support of the Helena Symphony and music in our community, please contact a member of the Helena Symphony Society Foundation Board or Helena Symphony Director of Development & Communications, Cameron Betchey

SINCE 2015 in financial support to the Helena Symphony

The Foundation has provided over of support

$155K

25 years

Planned gifts that are to be put towards the Helena Symphony endowment should be made to the Helena Symphony Society Foundation.

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