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.

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.