Is Up to the Music Lovers of Today
Laureate Society members David and Darlene Lee are not only longtime subscribers of and donors to the Minnesota Orchestra—they are also long-distance commuters to Orchestra Hall. From their home in Wausau, Wis., the Lees travel about 8 hours round-trip to experience the music they love and more. Darlene explains, "It's a long drive, so we make the most of our time in the Twin Cities by taking in a variety of activities, but no question, it's the beautiful music of the Minnesota Orchestra that serves as the impetus of our trips."
Hearing the Orchestra is one of the many sweet rewards of retirement for the Lees. Darlene taught English and German and was an International Baccalaureate Coordinator, and David taught high school band and orchestra. The Lees became interested in classical music at a young age and never lost their love for the art form.
This appreciation ultimately led them to include the Orchestra in their estate plans. David observes, "Normally you'd think that two teachers wouldn't have a sizable estate. But we saved money and lived modestly. Over the last 35 years our estate has grown and 95 percent of it will go to charity."
The Lees have designated gifts using percentages for maximum flexibility. "If our estate increases or decreases, we are not tied to a fixed dollar amount," David says.
With a future gift in place, the Lees' legacy of shaping the lives of young people will continue. Darlene summarizes:"We love the universal appeal of classical music and enjoyed sharing it with our students. It's wonderful to think our estate gift will allow us to share the thrill of a live performance with the next generation of students."
For more information, call the Minnesota Orchestral Association at (612) 371-5600.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.