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Bequest
(Checklist)

When including a bequest provision in your will, always use our full legal name. Have you said: the Chicago Symphony Orchestra , a non-profit 501(c)(3) Corporation, headquartered in Chicago, IL

Be as clear as possible in describing what you want. Have you clearly stated the amount or percentage you would like to leave the Chicago Symphony Orchestra and whether the gift is unrestricted, restricted or permanently endowed?

Sometimes we are able to resolve specific concerns. If you’ve restricted your gift, have you included language that allows the Chicago Symphony Orchestra to use the funds in another manner in the event the purpose your gift supports is no longer relevant?

For more information

Email us, complete the personal illustration form, or call us at 312.294.3111 so that we can assist you through every step of the process.

   

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