Opera Philadelphia

Support Opera

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).”

Questionnaire
Fill out our Gift Planning Questionnaire by clicking the button above to share your plans with us. Contact Michael Bolton, Planned and Individual Gift Officer, at 215.893.5927 or email bolton@operaphila.org for more information or to join today.
Chat with Guest Services