Beneficiary Designations
Make a Gift in a Few Easy Steps
Not everyone wants to commit to making a gift in their wills or estates [link to Bequests page]. Some prefer the increased flexibility that a beneficiary designation provides by using:
- Donor-advised funds
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
It is very simple to name Settlement Music School as a beneficiary. Many providers now allow you to log in to your account and update your beneficiary designation online. You can also request a change-of-beneficiary form from your policy administrator or download the form from your provider’s website. Make your desired changes and return the form to establish your gift.
Next Steps:
- Log in to your account to update your beneficiary designation online, or contact the administrator of your retirement plan, insurance policy, or bank account to request a change-of-beneficiary form. Many providers also make these forms available for download on their websites.
- Decide what percentage (from 1 to 100) you would like Settlement Music School to receive. Then, log in to your account to update your beneficiary designation online or request/download a change-of-beneficiary form from your provider. Complete the form, naming us as a beneficiary, indicate the percentage you’ve chosen, and return it to your plan administrator.
- Contact Amelia Schmertz at 215-320-2682 or amelia.schmertz@settlementmusic.org to let us know your goals for the gift so we can ensure it is used as you intend.
- Legal name: Settlement Music School of Philadelphia
- Address: 416 Queen Street, Philadelphia, PA 19147
- Federal tax ID number: 23-1352676
Questions?