Sample Bequest Language


Bequests are vital to the Seattle Symphony’s artistic vitality and financial stability. Bequests and beneficiary designations may be directed to the Seattle Symphony Orchestra (to provide annual operating support) or to the Seattle Symphony Foundation (to benefit the Endowment).  

The wording of a bequest provision will vary depending upon the type of gift you desire to make and whether such a gift may be restricted.  Examples of appropriate language are written below.  In all cases, you should consult with a qualified attorney who can review your goals in light of applicable federal and state laws and draft your will to reflect your specific wishes.  It is also important to consult with the Seattle Symphony if you are considering a restricted gift to ensure that the proposed restriction can be honored.  

SPECIFIC BEQUEST:
“I give to [Seattle Symphony Orchestra (for operating funds) OR Seattle Symphony Foundation (for endowment)], a Washington state nonprofit corporation, _______________ (property or dollar amount).”  

RESIDUARY BEQUEST:
“I give to [Seattle Symphony Orchestra (for operating funds) OR Seattle Symphony Foundation (for endowment)], a Washington state nonprofit corporation, (all or a percentage) of the rest, residue and remainder of my estate.”

SPECIFIC PERCENTAGE BEQUEST:
“I give to [Seattle Symphony Orchestra (for operating funds) OR Seattle Symphony Foundation (for endowment)], a Washington state nonprofit corporation, _______ per cent of my estate.”

If you include the Seattle Symphony Orchestra or Seattle Symphony Foundation in your will, we would appreciate receiving a copy of the relevant portion.  This provides us with the opportunity to acknowledge your bequest intention and invite you to join the Musical Legacy Society so that you can enjoy its lifetime membership benefits. If desired, Seattle Symphony representatives are available to meet with you and your advisers to assist in your charitable gift planning goals. All inquiries will be held in strict confidence.

Seattle Symphony Orchestra Tax ID# 91-0667412
Seattle Symphony Foundation Tax ID# 91-1351925

To download a PDF of this information, click here.


For more information, please contact Director of Major Gifts and Planned Giving Becky Kowals at 206.215.4852 or becky.kowals@seattlesymphony.org or by mail at Seattle Symphony, PO Box 21906, Seattle, WA 98111-3906

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