Endowment & Bequests


Endowment

To secure the long-term future of the Orchestra, we are developing a private Endowment fund. Income from capital gifts to this fund will provide reliable, regular funding for at least the next 20 years.

Since its establishment in 2012 the Endowment has already grown to more than £1 million. Every external member of the CBSO board and the CBSO Development Trust has contributed, as have music director Andris Nelsons, chief executive Stephen Maddock and a number of other close CBSO supporters.

Governance
The Endowment is managed under the stewardship of the CBSO Development Trust (an independent charitable trust — registered charity number 1042296) which governs the investment of the funds and contributes interest up to 5% of the fund’s capital value to the orchestra’s fundraised income targets on an annual basis. With oversight from the Development Trust, which brings together significant investment expertise, the Endowment funds are currently managed professionally by Barclays.

Major gifts are invited towards this target.

To find out more and to give now please contact Simon Fairclough, Director of Development on 0121 616 6502.

Become a Bequest Patron

Remembering the CBSO in your Will is one of the most meaningful ways to help secure the Orchestra’s long-term future.

If you are considering leaving a gift to the CBSO, where possible, we prefer that the gift is unrestricted so that it can be used for the general purposes of the Orchestra and will support the area where it is most needed at the time.

If you are happy with this, you will just need to mention that the gift is made “for the general charitable purposes of the CBSO”. However, if you wish to restrict the gift for a specific area of the Orchestra’s work you simply need to state this in the Will.

A gift for the CBSO should include the following information:

  • The City of Birmingham Symphony Orchestra (CBSO)
  • CBSO Centre, Berkley Street, Birmingham B1 2LF
  • Registered Charity Number 506276.

Making a Will is easy and can be done at relatively low cost but we recommend that you seek legal advice at the time of writing it.

To find out more please contact Eve Vines, Individual Giving Manager on 0121 616 6541.