By naming Wolf Trap Foundation as a beneficiary of your retirement account, life insurance policy, financial account, or donor advised fund, you make a tax-wise gift, saving other less-taxed assets for loved ones.
- Retirement Assets – Naming Wolf Trap Foundation as a beneficiary is the most cost-effective gift you can make and allows you to leave other, less heavily taxed assets to your loved ones.
- Life Insurance - Insurance policies that have outlasted their original purpose provide a wonderful way to leave a legacy. You can designate Wolf Trap Foundation as a beneficiary of your life insurance policy or you can make Wolf Trap the owner and beneficiary of a fully paid policy.
- Financial Accounts - One of the easiest ways to leave a legacy gift is by a beneficiary designation of assets such as stocks, bonds, brokerage accounts, mutual funds, or other bank accounts. Funds from these accounts will pass directly to the beneficiary and transfer outside of a will.
- Donor Advised Fund (DAF) – Through a simple designation, you can name Wolf Trap Foundation as a beneficiary of your DAF.
Request a beneficiary designation form from your retirement plan administrator, insurance agent, financial institution, or donor advised fund administrator and add Wolf Trap Foundation for the Performing Arts, Tax ID #23-7011544, as a charitable beneficiary.
By including Wolf Trap Foundation in your estate plan, your powerful statement helps assure that, like you, future generations will be enriched by the unparalleled Wolf Trap experience. Thank you!