Planned Giving

The show must go on… and on and on. And with your help, it will!

You can ensure the future of Maine State Music Theatre and the productions and programs you love by including us in your estate plan and joining our Living Legacy Circle. As a member, you will receive our special thanks in several ways:

  • An exclusive invitation to a celebration event
  • Recognition in the MSMT program; on the website; and on a permanent plaque at 22 Elm Street
  • A special MSMT Living Legacy Circle pin

Ways to Give

Include a provision in your estate plans to leave a future gift to MSMT through:

  • A gift through your will or trust: After providing for the future financial security of your loved ones, you may make a bequest to Maine State Music Theatre to receive:
    • A residual gift after distributions to loved ones have been fulfilled.
    • A fixed, specific dollar amount.
    • A percentage of your estate.
    • Specific property, such as real estate.
  • A Gift of Appreciated Securities: When considering what assets to use to make gift to MSMT, stocks, bonds, mutual funds and other securities can be an attractive option and offer special tax benefits. Congress has provided that you can deduct the full value of such gifts, including any amount that would be owed in capital gains tax if sold.
  • Giving for income: You can elect to leave a legacy to MSMT at the same time that you generate income for yourself or your loved ones in several ways:
    • Charitable Remainder Trust allows you to ensure the financial well-being of your family and provide a deferred gift to MSMT.
    • Charitable Lead Trust can be designed to provide income payments to MSMT for a period measured by a fixed term of years, after which you or a beneficiary receives the remaining trust assets.

Helpful Language for Your Will

If you are interested in updating your will or adding a codicil to include Maine State Music Theatre as a beneficiary please consult with your attorney. The following language may be helpful to your attorney in drafting a bequest to MSMT:

“I give to Maine State Music Theatre, a not-for-profit corporation having its headquarters in Brunswick, Maine, the sum of $ _________ (or ___ percent of my estate) to be used for its general purposes (or describe a specific program or fund in accordance with your particular interests).”

More Information

If you have already included Maine State Music Theatre in your estate plans, please accept our sincere thanks as well as our invitation to join the Living Legacy Circle. To receive a packet with more information about the Living Legacy Circle, please contact:

Amanda Choate
Director of Development