Why a Planned Gift to Music Worcester?

Our supporters make dreams come true for music lovers in central Massachusetts. With a planned gift, you are honoring your own, or a loved ones’ connection to Music Worcester. This is another wonderful way to support professional musicians’ performance and educational opportunities in the heart of central Massachusetts.

Music Worcester thanks you for your interest in a planned gift and joining the Legacy Society. Your support will help strengthen the long-term financial stability and provide music and music education for Worcester residents for years to come.

Tax ID#: 04-2171207

There are a few different ways you can make a planned gift to Music Worcester:

• Bequests:
  • Add Music Worcester to your will or revocable trust. You can either leave a specific sum or a percentage that will come out after taxes and other deductions. This can be left to our Annual Fund or a specific endowed fund, such as the Chorus. We recommend restricting the gift as little as possible to ensure it can be used effectively. If you have a specific idea in mind but would like more information on our funds and programs, please contact Kate Rafey, Director of Development.
  • What is a revocable trust? A revocable trust holds assets during your lifetime and transfers the benefits after your death.
  • Potential language for will: 
  "I give and devise (___________________________), without reduction for any tax occasioned by my death, to Music Worcester Inc., a Massachusetts charitable organization, ("MW"), to be used or disposed of as MW in its sole discretion deems appropriate."

  “I give $________ dollars or ________% of all of the residue of my estate to Music Worcester, a Massachusetts charitable corporation, to be used in its sole discretion as Music Worcester deems fit.”

• Retirement Beneficiary:
  • If you have a 401K, 403B, or other qualified retirement fund, you may list MW as a beneficiary in your provider’s paperwork (ex. Fidelity). To save time, visit your account online to update. If choosing this route, let MW know the company of your choice.

  • Life Insurance: You may designate Music Worcester as a beneficiary or give a paid life insurance policy to Music Worcester.

  • Donor Advised Fund (DAF): If you have a DAF, you may list MW as the sole or one of the distributors. 

  • Need an attorney? MW can provide you with names of area estate and trust attorneys.

Have you already made Music Worcester a part of your legacy? Let us know: kate@musicworcester.org or 508-754-3231 ext 203.