Opera Philadelphia

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Sample Bequest Language

Sample Bequest Language

One of the simplest way to make a planned gift to Opera Philadelphia is through a bequest in your will or a provision in your trust. You may indicate that Opera Philadelphia is to be the recipient of a specific amount or a percentage of your estate. 

Outright Bequest

To make an outright bequest to Opera Philadelphia, you designate in your will a specific asset or amount of money you wish to bequeath. You may use the following language when making your outright bequest:

“I give and bequeath to Opera Philadelphia, tax identification number 23-1504706 located in Philadelphia, Pennsylvania, or its successor, the sum of $[amount of gift] (or [description of asset]) to be used where it determines the need is greatest (or for the support of a specific fund or program).”

Residual Bequest

To make a residual bequest to Opera Philadelphia, you designate in your will a percentage of the remaining value of your estate. You may use the following language:

“I give and bequeath to Opera Philadelphia, tax identification number 23-1504706 located in Philadelphia, Pennsylvania, or its successor, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used where it determines the need is greatest (or for the support of a specific fund or program).”

Enroll
Complete our enrollment form if you're already a member. Contact Mark Nestlehutt, Director of Planned Giving, at 215.893.5905 or nestlehutt@operaphila.org for more information or to join today.
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