Sample Beneficiary Designation
To designate BSO as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Useful Legal Information
The Baltimore Symphony Endowment Trust was established in 2006 as a separate 501(c)(3) organization to manage the endowment for the BSO. You may wish to direct gifts to the Trust, or direct gifts to the BSO for immediate use.
Following is federal tax ID information for both organizations:
Legal name: Baltimore Symphony Endowment Trust
Address: 1212 Cathedral Street, Baltimore, MD 21201
Federal Tax ID number: 77-0659339
Legal name: Baltimore Symphony Orchestra, Inc.
Address: 1212 Cathedral Street, Baltimore, MD 21201
Federal Tax ID number: 52-0629696
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Jennifer Barton, Director of Philanthropic Planning, at 410-783-8087 or lgoldsborough@bsomusic.org.
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
For Trustees and Advisors
I’m here to help
Jennifer Barton
Vice President of Advancement
Baltimore Sympthony Orchestra
jbarton@bsomusic.org
410-783-8040