Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.
“I give to the Baltimore Symphony Endowment Trust, a nonprofit corporation currently located at 1212 Cathedral Street, Baltimore, MD 21201, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by the Baltimore Symphony Orchestra.

Please note: The policies of the Baltimore Symphony Orchestra do not allow the BSO or its representatives to serve as personal representative, executor, trustee or witness for a will or trust.

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

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

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Jennifer Barton

Jennifer Barton

Vice President of Advancement

Baltimore Sympthony Orchestra
jbarton@bsomusic.org
(410) 783-8040