This is one of the most common legacy gifts to support the Washington Bach Consort.

Benefits to you:

• It is not payable until death, so it does not affect your assets or cash flow during your lifetime.
• It is revocable—you can change the provisions in your will or trust at any time.
• It may help minimize estate tax or avoid tax burden for heirs.
• You will become a member of the 1685 Society.
• You can support the Consort’s critical work of bringing the music of J.S. Bach and his Baroque contemporaries throughout DC.

There are several ways to control how your bequest is distributed:

• Specific bequests allow you to name a specific dollar amount or named asset.
• Residuary bequests let you leave all or a percentage of what is left in your estate after specific requests, debts, expenses, and taxes have been fulfilled.
• Contingent bequests are fulfilled only if certain conditions are met.

How it works:

• Schedule a meeting with your attorney to review your options and determine the best estate plan vehicle for you based on your personal circumstances and goals.
• Your attorney will prepare the document including your charitable intentions while using the Consort’s official language.
• If you have already written a will or trust, it can be amended by your attorney by writing a codicil to include a new bequest, like a bequest to the Bach Consort, while reaffirming the other terms in your will. Similarly, an attorney can prepare an amendment to a revocable trust.

If you wish to name the Washington Bach Consort in your will, please use our official name and address:

Washington Bach Consort
1310 G Street NW
Suite 740
Washington, DC 20005

Federal Tax ID: 52-1107948

Example bequest language:

“After fulfilling all other provisions, I hereby give, devise, and bequeath to the Washington Bach Consort, a charitable organization, organized in 1977 and existing under the laws of the District of Columbia with a principal address of 1310 G Place NW, Suite 740, Washington, DC 20005, ___________% of the rest, residue and remainder of my estate (or $_______if specific amount).

Types of Beneficiary Designations

You may choose to designate the Bach Consort as the beneficiary of a variety of assets including insurance policies, retirement plans (IRA, 403(b)/commercial annuity/pension), and financial accounts (bank accounts/CDs/savings bonds).

Because many of these assets may be subject to income and estate taxes when left to heirs, leaving them to the Consort can be a simple, smart and tax efficient way to make your legacy gift.

Please contact us if you have any questions!

Consider naming the Washington Bach Consort a full or partial beneficiary of your IRA, 401(k), or of another qualified retirement plan.

Benefits to you:

• You can continue to take withdrawals through your life.
• If your circumstances change, you may change beneficiaries at any time.
• You can avoid both income and estate taxes on the residue left in your retirement account.
• You will become a member of the 1685 Society.
• You can support the Consort’s critical work of bringing the music of J.S. Bach and his Baroque contemporaries throughout DC.

How it works:

• Using the official Washington Bach Consort name and address, name the Consort as a beneficiary on the account.
• Contact the financial institution and complete the necessary beneficiary designation form.
• After your lifetime, the financial institution will contact the Bach Consort and the gift will be distributed according to your instructions as completed on the beneficiary designation form.
• Assets pass to the Bach Consort, tax-free.

Please contact us if you have any questions!

Consider naming the Washington Bach Consort as a primary beneficiary of your life insurance policy, or as a contingent beneficiary should you or other beneficiaries not survive you.

Benefits to you:

• You can make a significant gift from income instead of from capital assets.
• If your circumstances change, you may change beneficiaries at any time.
• You will be able to claim an income tax deduction.
• You can remove an asset from your potential gross taxable estate.
• You will become a member of the 1685 Society.
• You can support the Consort’s critical work of bringing the music of J.S. Bach and his Baroque contemporaries throughout DC.

How it works:

• Using the official Washington Bach Consort name and address, name the Consort as beneficiary of a policy.
• Contact the insurance company and complete the necessary beneficiary designation form.
• After your lifetime, the insurance company will contact the Bach Consort and the gift will be distributed according to your instructions as completed on the beneficiary designation form.
• Assets pass to the Bach Consort, free of federal estate tax.

Please contact us if you have any questions!