Gifts from Donor-Advised Funds

During your lifetime, you can recommend a grant from your donor-advised fund to bring world-class symphonic music to our city and state through the Baltimore Symphony Orchestra.

If you would like to make a gift now through your DAF, simply click the link below to find your fund:

Create Your Legacy of Philanthropy

The final distribution of contributions remaining in your DAF after your lifetime can be designated when you create or update your fund.

If you decide to change your beneficiary designation to include the BSO, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.

Please don’t hesitate to get in touch if you have any questions about setting up your legacy gift or if you need more information.

I invite you to contact me so we can chat about easy ways to make an impact using your donor-advised fund.

6 ways you can make an impact with your donor-advised fund

Memorialize, honor, or commemorate a loved one or an event.

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Avoid capital gains by first transferring appreciated stock to your DAF and then gifting it in minutes.

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Teach your loved ones about charity and why you believe in giving back.

Build a sense of community (and make a bigger impact) by forming “giving circles” with other donor-advised fund owners including friends and family members.

Bundle your charitable gifts (doing so could result in an opportunity to itemize your deductions in the same year).

Leave all or a portion of your account to charity simply by changing your beneficiary designation.

We hope you will consider naming the Baltimore Symphony Orchestra as a beneficiary of your account. You may even designate the BSO to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I’m here to help

Joanne Rosenthal

Joanne Rosenthal

Director of Principal Gifts

Baltimore Symphony Orchestra
jrosenthal@bsomusic.org
410-783-8010