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When people choose to donate to Note-Able Music Therapy Services through their estates, they are often able to make a bigger impact than ever thought possible.

If you have arranged or are considering a planned gift through your estate, please let us know. We would be honored to have the opportunity to thank you while respecting your confidentiality and making sure we can fulfill your wishes.

Include a bequest provision to “Note-Able Music Therapy Services” in your will or revocable trust.

How It Works

You can provide a future gift to Note-Able Music Therapy Services by including a bequest provision in your will or revocable trust. Note-Able Music Therapy Services will receive your gift upon your death based on the specifications included in the provision.

Several types of bequests are possible:

Specific: A certain dollar amount or a particular asset. “The sum of $20,000” or “100 shares of ABC stock.”

Residual: Once other assets have been distributed. “Fifty percent of the rest, residue, and remainder of my estate.”

Contingent: Only under certain conditions. “In the event my spouse does not survive me.”

Benefits

The assets remain in your control during your lifetime.

You can modify the bequest if your circumstances change.

The value of your bequest should be fully deductible for estate tax purposes.

Name “Note-Able Music Therapy Services” as the beneficiary of your retirement plan.

How It Works

You can name Note-Able Music Therapy Services as the beneficiary of the remainder of your IRA, 401(k), or other qualified retirement account. The plan’s balance will be available for Note-Able Music Therapy Services’ use when the assets held in the account are transferred.

Benefits

You should pay no income or estate tax on the property remaining in your retirement account when it passes to Note-Able Music Therapy Services.

You may continue to take withdrawals from the account during your lifetime.

Fund a gift to “Note-Able Music Therapy Services” using a policy insuring your life.

How It Works

You can make a future gift to Note-Able Music Therapy Services by naming “Note-Able Music Therapy Services” as the owner and beneficiary of a policy insuring your life. To make a gift of life insurance, you make annual gifts in the amount of Note-Able Music Therapy Services’ premium payments. Once the policy matures, the proceeds are paid to Note-Able Music Therapy Services and used to help fund our programs.

Benefits

Allows you to make a substantial gift, while the cost to you—your premiums—is relatively small.

The gifts offsetting Note-Able Music Therapy Services’ premium payment should be fully deductible for gift tax purposes. You should receive an income tax deduction for the full value of such gifts—subject to certain limitations based on yearly income.

Make a major gift to Note-Able Music Therapy Services by naming “Note-Able Music Therapy Services” as the beneficiary of a trust.

How It Works

By setting up a trust and naming Note-Able Music Therapy Services as the beneficiary, you make a lasting gift toNote-Able Music Therapy Services while also creating benefits for you and/or your heirs.

There are several kinds of specialized trusts for which Note-Able Music Therapy Services can be named as the beneficiary, including Charitable Remainder Unitrusts, Charitable Remainder Annuity Trusts, and Charitable Lead Trusts. Note-Able Music Therapy Services may also be named as an alternative beneficiary of a trust primarily for the benefit of family members or other individuals, to receive the trust property only in the event that the primary beneficiaries are no longer living.

For more information about making a gift to Note-Able Music Therapy Services through a trust, including the benefits of different types of trusts, please work with your own legal counsel and/or accountant and contact us to arrange the terms of the gift.

Please note that we are unable to serve as a trustee.