Planned Giving

POPULAR WAYS TO GIVE

Bequests and Wills: By including a bequest to Lexington Symphony in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to a federal estate tax charitable deduction.

Encore Society

If you have remembered Lexington Symphony in your estate plans, please let us know. We would like to recognize you as a member of the Encore Society which has been established to acknowledge individuals who have notified the Symphony of estate provisions including bequests and other forms of deferred support..

To learn more about gift planning, please contact Deb Rourke, Development Director at 781-523-9009 or by email at drourke@lexingtonsymphony.org

Symphony staff can work with you on the appropriate way to designate your bequest to Lexington Symphony.

Specific programs may be designated. We will attempt to accommodate your request and will provide additional information on options. 

Beneficiary Designations: You may also name Lexington Symphony as a beneficiary to receive assets such as retirement plans and life insurance policies—a straight-forward and flexible process. 

Charitable Trusts: Please consider the advantages of setting up a charitable trust. 

If you would like additional information or have already included Lexington Symphony in your estate plan, please contact Development Director Deb Rourke: 781-523-9009 or info@lexingtonsymphony.org.

How to Indicate Planned Giving to Lexington Symphony

Example: I give and devise (dollar amount), without reduction for any tax occasioned by my death, to Lexington Symphony, a Massachusetts charitable corporation located in Lexington, Massachusetts, Tax Identification Number 04-3301650 , to be used or disposed of as Lexington Symphony in its sole discretion deems appropriate.

Lexington Symphony Tax Identification Number: 04-3301650

Note: Donors should always consult with a tax attorney and/or tax advisor for legal and
tax advice before changing or implementing any financial or estate planning strategy.  


Did you know that you can make a tax-free charitable contribution by donating your IRA distribution?

Once you reach age 70½, you are required by the IRS to take an annual Required Minimum Distribution (RMD) from your retirement accounts. You may direct some or all of your distribution to a charity.

Here is what you need to know to take advantage of the opportunity to make a 100% tax deductible contribution:

·      Eligibility: Individuals age 70½ or older.

·      Amount eligible: Any amount up to $100,000 per year.

·      Method: Direct transfer from an IRA account to Lexington Symphony.

·      How to initiate a transfer: Contact your IRA administrator for instructions; notify Lexington Symphony.  

As in all charitable gift decision-making, review with one’s advisor is encouraged.

To learn more about gift planning, please contact Deb Rourke, Development Director at 781-523-9009 or by email at drourke@lexingtonsymphony.org