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Planned Giving

Your gift,
Your timetable,
Our future.

Planned gifts can provide immediate and enduring support for the Bach Choir music and programs that matter to you most, in ways that may benefit you and your estate financially.

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You are at: Planned Giving > Gift Options > How to Give > Bequest

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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to The Bach Choir of Bethlehem that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
Bach Choir
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or The Bach Choir of Bethlehem as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to The Bach Choir of Bethlehem

  • Include a bequest to The Bach Choir of Bethlehem in your will or revocable trust
  • Designate The Bach Choir of Bethlehem as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name The Bach Choir of Bethlehem as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to The Bach Choir of Bethlehem as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

Always consult with your financial specialist to determine the best way to support the choir and achieve your goals.

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The method used to make a bequest will depend on the kind of gift you choose to leave to The Bach Choir of Bethlehem.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to The Bach Choir of Bethlehem. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.

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Bequests

One of the most popular and flexible ways that you can support our cause.

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Blended Gifts

Help see the impact of your giving today and continue to support our mission in the future.

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Endowment Gifts

Provide lasting annual support to a Bach Choir cause.

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440 Heckewelder Place,
Bethlehem, PA 18018

610.866.4382 x113

[email protected]

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

The Bach Choir of Bethlehem is recognized by the U.S. IRS as a non-profit corporation under section 501(c)3 of the Internal Revenue Code. The official registration and financial information of the choir may be obtained from the PA Department of State by calling toll-free within Pennsylvania 1-800-732-0999. Tax ID: 24-0795385.