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

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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 Les Goldsborough, 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

Les Goldsborough

Les Goldsborough

Director of Philanthropic Planning

Baltimore Sympthony Orchestra
lgoldsborough@bsomusic.org
410-783-8087