Planned Giving

Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away. It enables philanthropic individuals to make larger gifts to charitable organizations than they could make from ordinary income. Careful estate planning can help you, your loved ones and the New Jersey Festival Orchestra all at the same time!

There are many ways to create your legacy. You should carefully consider what to give, when to give, and how best to give when setting up your estate plan.

Gift Types | Benefits to You

Bequest | Reduce estate and death taxes, while retaining control of your assets during your lifetime.

Stock | Claim a federal income tax deduction for the full, appreciated value of your securities.

Life Insurance | Make a gift through income instead of capital, and you avoid an estate tax.

Retirement Plan | Continue to draw from the funds during your lifetime, while avoiding estate tax.

Charitable Gift Annuity | Receive lifetime income and an immediate charitable income tax deduction.

Charitable Remainder Trust | Receive a lifetime income, or a fixed time income, and a charitable  income tax deduction for a portion of your gift.

Charitable Lead Trust | Pass assets, such as a family business, onto your heirs with a reduced tax liability by making the NJFO a beneficiary.

To make a gift or request further information please contact NJFO Board President Keith Hertell at 908-232 9400.

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The New Jersey Festival Orchestra looks forward to celebrating with you all in the future.  Please subscribe to our newsletter and follow us on social media to be the first to know about upcoming events.

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The Presbyterian Church

Westfield, NJ

The First United Methodist Church

Westfield, NJ


The Concert Hall

Drew University, Madison, NJ

Westfield High School

Westfield, NJ


We are always happy to assist you. Concert tickets are available online 24/7. If you need additional information, please contact NJFO via email or call during working hours.

Regular Office Hours

Monday-Friday, 9:30am-3:00pm

On Concert Weekends

Saturday, 12:00pm - 3:00pm

Sunday, 10:00am - 12:00pm

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224 E. Broad Street, Suite 6,

Westfield, NJ 07090

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NJFO Holiday Programs are made possible in part by a HEART (History, Education, Arts Reaching Thousands) Grant from the Union County Board of Chosen Freeholders.

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