Planned Giving

A simple yet special statement. 

A bequest allocates a percentage of your estate or a specific dollar amount to Wolf Trap, letting you:

• Maintain complete flexibility and control of your assets during your lifetime
• Provide clear instructions of your wishes
• Establish a personal legacy of future support

It is straightforward to arrange and may be changed at any time through a provision or amendment to your will or trust prepared by your attorney. Your bequest language can be brief, such as:

“I devise and bequeath [X% of my estate or residue] OR [$X specific dollar amount] to the Wolf Trap Foundation for the Performing Arts, Vienna, Virginia, Tax ID #23-7011544.”

One of the easiest ways to leave a legacy.

Simply request a beneficiary designation form from your account administrator to add Wolf Trap Foundation for the Performing Arts, Tax ID #23-7011544, as a charitable beneficiary.

• Retirement Assets – Adding Wolf Trap Foundation as a beneficiary is the most cost-effective gift you can make and lets you leave other, less heavily taxed assets to your loved ones.
• Financial Accounts – One of the most convenient ways to make a planned gift is by a beneficiary designation of assets such as stocks, bonds, brokerage accounts, mutual funds, or other bank accounts. Funds will pass directly to the beneficiary and transfer outside of your will.
• Donor Advised Fund (DAF) – You can use your DAF to make charitable gifts during your lifetime and, by naming Wolf Trap Foundation as a beneficiary, ensure your support for the arts continues for future generations.
• Life Insurance – Leave a legacy by designating Wolf Trap Foundation as a beneficiary of insurance policies that have outlasted their original purpose and potentially reduce federal estate taxes for your loved ones. You can also make Wolf Trap the owner and beneficiary of a fully paid policy and explore potential tax savings today.

An income-producing option.

The amount distributed at termination (the “remainder”) is paid to Wolf Trap Foundation as a named charitable beneficiary.

An alternative to cash. 

In certain instances, a gift of appreciated stock, tangible personal property or real estate, might offer attractive tax benefits.