Bequest Language
Below is language you can use to make a bequest to support our cause. A bequest allows you to continue to use the property you will leave to us during your life and make a lasting impact on our work after you are gone.
The San Diego Symphony accepts gifts to both the San Diego Symphony Association and the San Diego Symphony Foundation. If you would like to direct your gift to the Foundation, please contact Celina Maggi at [email protected]
1. Specific Bequest
If you are considering making an outright bequest to the San Diego Symphony Orchestra, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to the San Diego Symphony Orchestra, a nonprofit organization located at 1245 Seventh Avenue, San Diego, CA 92101, Federal Tax ID #_______________, for the San Diego Symphony Orchestra's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to the San Diego Symphony Orchestra, a nonprofit organization located at 1245 Seventh Avenue, San Diego, CA 92101, Federal Tax ID #_______________, for the San Diego Symphony Orchestra's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to the San Diego Symphony Orchestra, a nonprofit organization located at 1245 Seventh Avenue, San Diego, CA 92101, Federal Tax ID #_______________, for the San Diego Symphony Orchestra's general use and purpose.
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to the San Diego Symphony Orchestra, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to the San Diego Symphony Orchestra, a nonprofit organization located at 1245 Seventh Avenue, San Diego, CA 92101, Federal Tax ID #_______________, for the San Diego Symphony Orchestra's general use and purpose.
3. Residual Bequest
I hereby give, devise and bequeath to the San Diego Symphony Orchestra, a nonprofit organization located at 1245 Seventh Avenue, San Diego, CA 92101, Federal Tax ID #_______________, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for the San Diego Symphony Orchestra's general use and purpose.
4. Contingent Bequest
If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to the San Diego Symphony Orchestra, a nonprofit organization located at 1245 Seventh Avenue, San Diego, CA 92101, Federal Tax ID #_______________, DESCRIPTION OF PROPERTY to be used for the San Diego Symphony Orchestra's general use and purpose.
5. Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give the San Diego Symphony Orchestra flexibility should it no longer be possible for the San Diego Symphony Orchestra to use your gift as you originally intended:
If, in the judgment of the Board of Directors of the San Diego Symphony Orchestra, it shall become impossible for the San Diego Symphony Orchestra to use this bequest to accomplish the specific purposes of this bequest, the San Diego Symphony Orchestra may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.
Contact Us
Please contact us if you have any questions about how to make a bequest to the San Diego Symphony Orchestra or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us. If you have included a bequest for the San Diego Symphony Orchestra in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
