Planned Giving

Would you like to leave a legacy aligned with your values and build a future for the causes closest to your heart?

Would you like to make a meaningful contribution to the long-term sustainability of the Orchestre Métropolitain?

Supporting the Orchestre Métropolitain through a planned gift is a deeply meaningful act that reflects your values and your commitment to music, artists, and our local culture.

Integrated into your estate or financial plans, these types of gifts provide the OM with the stability it needs to continue its mission and share music with future generations.

In addition to contributing to the excellence and visibility of the OM, this approach offers tax advantages and fits harmoniously with your philanthropic and family objectives.

Gift in your will

A bequest is the most common form of planned giving. It is one of the simplest and most accessible ways to plan a gift. This type of donation offers many tax benefits and also makes it possible to preserve all of your financial resources during your lifetime, maintain control of your assets until your death, and modify your gift as your life circumstances change. Moreover, it is not necessary to have a large fortune to make a bequest.

Several forms of bequests are available to you:

Specific bequest: a gift of a specific asset.
Residual bequest: a gift of all remaining assets after other bequests have been distributed.
Universal bequest: a gift of all of your assets.

Benefits of a bequest:

Preserves the full integrity of your financial resources during your lifetime.
Can be modified at any time as your situation evolves.
Provides access to significant tax benefits.

Life Insurance Gifts

In addition to providing protection for you and your loved ones, life insurance can enable you to make a significant gift to the Orchestre Métropolitain at an affordable cost.

There are different ways to plan a gift through life insurance. The two most common are:

Donation of a new policy: the organization is both the owner and the beneficiary of the life insurance policy.
Designation of the death benefit, in whole or in part: the donor retains ownership of the life insurance policy.

Benefits of a life insurance gift:

Preserves most of your financial resources during your lifetime.
Provides access to attractive tax benefits.
Makes it easier to make a substantial gift from a smaller initial contribution, without reducing the assets passed on to your heirs.

Donation of listed securities

Simple to arrange, a gift of publicly traded securities allows you to support the Orchestre Métropolitain while benefiting from tax savings.

A securities gift consists of donating shares, bonds, mutual fund units, or other similar securities listed on a stock exchange and held outside a registered plan. Gifts of securities may be made immediately, or deferred when such a gift is planned through a bequest.

Benefits of a donation of listed securities:

Particularly advantageous tax treatment.
Makes it possible to make a significant gift while minimizing the tax burden on your assets.
No capital gains tax is payable.
Can be structured as an immediate or future gift, depending on the option chosen.
Simple and quick process to put in place.

Check out our guide on planned giving and discover, through simple and concrete examples, the options that may suit your situation.

Testimonials

“It’s about giving ourselves the time to live with and think about your intentions, and to spend time alongside the organization as well.”

Listen to the story of Florence Lebeau, a donor to the Orchestre Métropolitain.

The Société 1981

By confirming a planned gift to the Orchestre Métropolitain, you join The Société 1981, a committed community united by a shared vision: to sustain and share music, today and for generations to come.

We are available to support you in your journey

Whatever type of gift you wish to make to the Orchestre Métropolitain, we would be pleased to discuss it with you and support you throughout the process. We are supported by a team of specialists.

Please feel free to contact Isabelle Pecqueur, Senior Director of Philanthropy, by email at ipecqueur@orchestremetropolitain.com or by phone at 514‑598‑0870 ext. 73.

Planned giving is an important gesture that can take many forms. We encourage you to discuss your plans with tax and legal advisors to determine the type of gift best suited to your situation.