CATHERINE FILENE SHOUSE
LEGACY CIRCLE THE POWER OF ONE—THE STRENGTH OF MANY
C R E ATE YOU R WO LF TR A P LEGACY Establish a legacy gift by will, trust, or beneficiary designation of your retirement plan, financial accounts, donor advised fund, or life insurance.
2 SIMPLE WAYS TO MAKE A FUTURE GIFT
This simple yet powerful statement allows you to: • S ecure benefits for yourself—including possible estate and personal tax advantages • Retain financial flexibility for the future—including use of your assets throughout your lifetime • Enjoy membership in the Catherine Filene Shouse Legacy Circle—including special recognition and an annual celebratory event with Wolf Trap Foundation leadership • E xperience the personal satisfaction of expressing your plans and guarantee that like you, future generations will benefit from all that Wolf Trap has to offer To have a conversation about your role in Wolf Trap’s future—confidentially and without obligation—please contact us at 703.255.1930 or legacycircle@wolftrap.org.
INCLUDE A BRIEF STATEMENT IN YOUR WILL OR TRUST. SAMPLE BEQUEST LANGUAGE
“I devise and bequeath [percentage of my estate or residue, specific dollar amount, or property] to Wolf Trap Foundation for the Performing Arts, Vienna, Virginia, Tax ID #23-7011544.” NAME WOLF TRAP FOUNDATION ON YOUR BENEFICIARY DESIGNATION FORMS. REQUEST A FORM from your account administrator and designate all or a percentage of assets from your retirement plan, financial accounts, donor advised fund, or life insurance to Wolf Trap Foundation for the Performing Arts, Vienna, Virginia, Tax ID #23-7011544.
Planned Giving Office Wolf Trap Foundation for the Performing Arts 1645 Trap Road, Vienna, VA 22182 703.255.1930 | legacycircle@wolftrap.org A 501(c)(3) nonprofit organization | Tax ID #23-7011544
wolftrap.org/legacy
Not intended as tax, legal, or financial advice. Wolf Trap Foundation recommends seeking professional counsel.