Planned
Giving

Dancing at the 110th Anniversary Gala

By making a charitable gift through your estate, you ensure that Settlement Music School will continue to transform lives long into the future.

Since 1908, Settlement Music School has kept its promise to the Philadelphia region of offering high quality music and related arts education to all who seek it, regardless of race, background, or economic circumstances.

We are so grateful to be helped in this enduring mission by our dedicated Settlement friends and family. Many have committed to leaving a lasting legacy by remembering Settlement in their wills and living trusts. Others prefer to make tax-advantaged gifts during their lifetimes such as gift of stock or distributions through their retirement funds.

Regardless of how you choose to make your gift, we recommend that you consult with qualified professionals regarding planned gifts.

The links below will bring you to your options on Estate Planning and Tax Advantaged Gifts.

  • Tax Advantaged Gifts
    IRA Charitable Rollover
    Gifts of Appreciated Stock
    Charitable Giving under the CARES Act
For more information about supporting Settlement through these means, please contact:

Amelia Schmertz
215-320-2682
amelia.schmertz@settlementmusic.org


Legacy Gifts and the Cadenza Society 

We thank the growing number of friends who ensure that their tradition of support continues well into the future by providing for the School through their estate plans.

We are happy to welcome these friends into the Cadenza Society, celebrating those who have chosen to make an investment for the future of Settlement Music School through their wills, life insurance, or other deferred gifts.

As a member, you will receive invitations to special events and concerts.

Your participation sets an important example for others, and awareness of your intentions will help Settlement Music School plan for the future and maintain our financial security. Most importantly, you will have the satisfaction of making a lasting expression of support and creating a legacy of transforming lives and making a difference in the world through music education.

If you have made provisions for Settlement through your estate plans, please notify:

Amelia Schmertz
215-320-2682
amelia.schmertz@settlementmusic.org

You may also print out and mail or email this form that indicates your intentions to include Settlement in your estate plans.

Nancy Halpern
Donor Story
The Settlement Impact

Nancy Halpern treasured her decades of Wednesday nights at Settlement Music School’s Mary Louise Curtis Branch singing alongside community singers in the Mendelssohn Club of Philadelphia . When it came time to consider the legacy she wanted to leave behind, she looked to Settlement to honor the role music has played in her life. “Music became a part of my life when I was young, and it built me, as a performer and as an audience member.  Settlement Music School is a pure educational experience that children can have access to, and where there are so many opportunities. That is a wonderful thing, and it should always be supported. “

 


Nancy Halpern 

Nancy is a member of the Cadenza Society, a growing group of committed supporters who have included Settlement in their estate planning.