Ways to Give
Settlement Music School, serving over 15,000 students of all ages in the Greater Philadelphia region, is the nation's largest community school of the arts. Settlement offers a comprehensive program of instruction and activity in music, dance and the related arts through individual and class instruction and provides more than $2 million each year in financial and scholarship aid.
If you wish to support the School by making a tax-deductible gift, please use our secure form to Give Online!
Settlement Music School values all of its donors and therefore does not trade or sell donor or mailing lists with or to other non-profit or for-profit organizations.
Online
Use our secure Give Online! form if you wish to make a tax-deductible gift with your VISA, MasterCard or American Express.
By Phone
Please call Kirsten Halker-Kratz, Individual Giving Manager, at (215) 320-2684, with your VISA, MasterCard or American Express.
By Mail
Send a check payable to Settlement Music School to:
Helen S. Eaton, Executive Director
Settlement Music School
P.O. Box 63966
Philadelphia, PA 19147-3966
Matching Gifts
Your gift may be doubled or more if you work for a company with a matching gift program. (Spouse and retiree gifts may also be matched.) Contact your human resources or corporate giving department to learn about your company's matching gift policy. Please send your gift and matching gift form to:
Helen S. Eaton, Executive Director
Settlement Music School
P.O. Box 63966
Philadelphia, PA 19147-3966
Gifts of Stock
Electronic transfer of stock shares is the most secure and efficient delivery process and provides internal control as well as cost savings. You may also, however, transfer certificates directly. To help you facilitate a gift of stock, please follow these instructions.
Notification of Donor Intent (for audit and acknowledgment purposes)
- Donor's name and complete address
- Name and number of securities transferred
You may provide a letter or e-mail to communicate this information at time of transfer to:
Katharine Sokoloff, Director of Development
Settlement Music School
P.O. Box 63966
Philadelphia, PA 19147-3966
(215) 320-2682 - Fax: (215) 551-0483
Securities Delivered Electronically
The following information will allow your broker to execute an electronic transfer of stock:
Brokerage: PNC Investments
1600 Market Street
Philadelphia, PA 19103
DTC Number: 0768
Account Name: Settlement Music School
Account Number: 49092903
*If you are giving non-DTC eligible securities, your broker may contact PNC Investments directly at (215) 585-8313.
Securities Delivered by Mail
Mail your unendorsed certificate(s) and stock power in separate envelopes, OR send endorsed certificate(s) by registered mail to:
Helen S. Eaton, Executive Director
Settlement Music School
P.O. Box 63966
Philadelphia, PA 19147-3966
Deferred Gifts
Settlement Music School is especially grateful to 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.
If you have remembered Settlement with such a gift or if you are interested in doing so, please let us know. We would be pleased to welcome you as a member of the School's Cadenza Society.
The Cadenza Society was established to thank and recognize those generous individuals who have remembered Settlement Music School in their estate plans through their Wills or other Planned Gifts. You can ensure that your tradition of support continues in the future by providing for the School through a Bequest, a Charitable Annuity, or a gift of Life Insurance. Your participation will set an important example for others, and awareness of your intentions will help us in our long range planning.
Pension Protection Act - Opportunity for Tax-Advantaged Gifts
The Pension Protection Act of 2006 has been extended through December 2009. It allows a person 70 ½ or older to make a gift to Settlement Music School directly from an Individual Retirement Account (IRA).
Under, the law, gifts to Settlement are excluded from gross income for otherwise taxable IRA distributions, up to $100,000 per year, only from traditional and Roth IRAs. A husband and spouse, both over the age of
70 ½ at the time of the gift, may each make a qualified gift, to a total of $200,000 per year.
This law is currently scheduled to expire December 31, 2009
While the distribution to Settlement does not result in an income tax charitable deduction, it does reduce overall taxable income from IRA distributions for that year by the amount directed to Settlement.
If you qualify, please consider using these funds to support Settlement’s programs that benefit thousands of students each year.
Since each individual's tax situation is different, you should consult with a professional advisor before making a charitable IRA distribution to Settlement Music School.
For more information, please contact:
Helen S. Eaton, Executive Director
Settlement Music School
P.O. Box 63966
Philadelphia, PA 19147-3966
(215) 320-2680 (p)
(215) 551-0483 (f)
PA’s Educational Improvement Tax Credit Program (EITC)
Click here for more information.
Federal Tax Identification Number:
23-1352676
For more information on ways to give, please contact:
Helen S. Eaton, Executive Director
Settlement Music School
PO Box 63966
Philadelphia, PA 19147-3966
(215) 320-2680 (p)
(215) 551-0483 (f)
www.smsmusic.org