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BSO Membership Office

Monday through Friday:
9 am - 5 pm

BSO–Development Office
1212 Cathedral Street
Baltimore, MD 21201

Katharine H. Caldwell
Director of Philanthropic Services
Tel: 410.783.8087
Fax: 410.783.8003
kcaldwell@BSOmusic.org

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Charitable Remainder Unitrust

CRUT Diagram

Baltimore Symphony Orchestra

How It Works

You transfer cash, securities, or other appreciated property into a trust. Our required minimum for this type of gift is $100,000.
The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
When the trust terminates, the remainder passes to Baltimore Symphony Orchestra to be used as you have directed.

Benefits

Receive income for life or a term of years in return for your gift.
Receive an immediate income tax deduction for a portion of your contribution.
Pay no up front capital gains tax on appreciated assets you donate.
You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.

Download a brochure on this topic:

A Charitable Remainder Trust Can Customize Your Contribution!

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More detail about Charitable Remainder Unitrusts.
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Related Gift: Charitable Remainder Annuity Trust.
Contact us so we can assist you through every step.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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The Baltimore Symphony Orchestra is funded by an operating grant from the Maryland State Arts Council, an agency dedicated to cultivating a vibrant cultural community where the arts thrive.

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The Baltimore Symphony Orchestra is internationally recognized as having achieved a preeminent place among the world's most important orchestras. Acclaimed for its uncompromising pursuit of artistic excellence, the Baltimore Symphony has attracted a devoted national and international following while maintaining deep bonds throughout the Maryland community.

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